Ipsen Advisor Group LLC's ownership history for CAT

Ipsen Advisor Group LLC currently holds 666 shares with a market value of $317.8K. It started holding CAT on 2024-12-31. At its peak, it held 719 shares on 2025-06-30. Its highest holding value was $317.8K on 2025-09-30. At its lowest, it held 666 shares on 2025-09-30, with a value of $236.0K on 2025-03-31. In the recent 180 days, Ipsen Advisor Group LLC has decreased its shares by 50.