KWB Wealth's ownership history for CAT

KWB Wealth currently holds 549 shares with a market value of $314.8K. It started holding CAT on 2024-09-30. At its peak, it held 620 shares on 2024-09-30. Its highest holding value was $314.8K on 2025-12-31. At its lowest, it held 532 shares on 2025-09-30, with a value of $204.5K on 2025-06-30. In the recent 180 days, KWB Wealth has decreased its shares by 71. In the recent year, KWB Wealth has decreased its shares by 71.