Optivise Advisory Services LLC's ownership history for CAT

Optivise Advisory Services LLC currently holds 872 shares with a market value of $617.5K. It started holding CAT on 2024-06-30. At its peak, it held 936 shares on 2025-12-31. Its highest holding value was $617.5K on 2026-03-31. At its lowest, it held 607 shares on 2025-09-30, with a value of $246.0K on 2024-06-30. In the recent 180 days, Optivise Advisory Services LLC has increased its shares by 265. In the recent year, Optivise Advisory Services LLC has increased its shares by 133.