LYELL WEALTH MANAGEMENT, LP's ownership history for CAT


LYELL WEALTH MANAGEMENT, LP currently holds 37.9K shares with a market value of $18.1M. It started holding CAT on 2024-09-30. At its peak, it held 37.9K shares on 2025-09-30. Its highest holding value was $18.1M on 2025-09-30. At its lowest, it held 35.4K shares on 2024-09-30, with a value of $11.8M on 2025-03-31. In the recent 180 days, LYELL WEALTH MANAGEMENT, LP has increased its shares by 1.9K. In the recent year, LYELL WEALTH MANAGEMENT, LP has increased its shares by 2.5K.


LYELL WEALTH MANAGEMENT, LP's ownership history for CAT