LIBERTY WEALTH MANAGEMENT LLC's ownership history for CAT

LIBERTY WEALTH MANAGEMENT LLC currently holds 1.4K shares with a market value of $688.2K. It started holding CAT on 2024-09-30. At its peak, it held 51.6K shares on 2025-03-31. Its highest holding value was $688.2K on 2025-09-30. At its lowest, it held 894 shares on 2024-12-31, with a value of $255.8K on 2025-03-31. In the recent 180 days, LIBERTY WEALTH MANAGEMENT LLC has decreased its shares by 50.2K. In the recent year, LIBERTY WEALTH MANAGEMENT LLC has increased its shares by 347.