Philip James Wealth Mangement, LLC's ownership history for CAT

Philip James Wealth Mangement, LLC currently holds 820 shares with a market value of $581.1K. It started holding CAT on 2024-09-30. At its peak, it held 1.2K shares on 2025-06-30. Its highest holding value was $690.5K on 2025-12-31. At its lowest, it held 820 shares on 2026-03-31, with a value of $409.0K on 2025-03-31. In the recent 180 days, Philip James Wealth Mangement, LLC has decreased its shares by 387. In the recent year, Philip James Wealth Mangement, LLC has decreased its shares by 420.