Morton Capital Management LLC/CA's ownership history for CAT

Morton Capital Management LLC/CA currently holds 587 shares with a market value of $280.3K. It started holding CAT on 2024-09-30. At its peak, it held 640 shares on 2024-09-30. Its highest holding value was $280.3K on 2025-09-30. At its lowest, it held 587 shares on 2025-06-30, with a value of $204.9K on 2025-03-31. In the recent 180 days, Morton Capital Management LLC/CA has decreased its shares by 34. In the recent year, Morton Capital Management LLC/CA has decreased its shares by 53.