OXFORD FINANCIAL GROUP, LTD. LLC's ownership history for CAT

OXFORD FINANCIAL GROUP, LTD. LLC currently holds 760 shares with a market value of $538.2K. It started holding CAT on 2024-09-30. At its peak, it held 1.7K shares on 2024-09-30. Its highest holding value was $652.2K on 2024-09-30. At its lowest, it held 706 shares on 2025-06-30, with a value of $274.1K on 2025-06-30. In the recent 180 days, OXFORD FINANCIAL GROUP, LTD. LLC has increased its shares by 53. In the recent year, OXFORD FINANCIAL GROUP, LTD. LLC has decreased its shares by 154.