Icon Wealth Advisors, LLC's ownership history for CAT


Icon Wealth Advisors, LLC currently holds 1.7K shares with a market value of $809.0K. It started holding CAT on 2024-09-30. At its peak, it held 2.1K shares on 2024-12-31. Its highest holding value was $809.0K on 2025-09-30. At its lowest, it held 1.5K shares on 2024-09-30, with a value of $121.8K on 2024-09-30. In the recent 180 days, Icon Wealth Advisors, LLC has decreased its shares by 134. In the recent year, Icon Wealth Advisors, LLC has increased its shares by 243.


Icon Wealth Advisors, LLC's ownership history for CAT