Phillips Wealth Planners LLC's ownership history for CAT

Phillips Wealth Planners LLC currently holds 1.0K shares with a market value of $517.2K. It started holding CAT on 2024-09-30. At its peak, it held 1.0K shares on 2025-09-30. Its highest holding value was $517.2K on 2025-09-30. At its lowest, it held 810 shares on 2024-12-31, with a value of $284.3K on 2024-12-31. In the recent 180 days, Phillips Wealth Planners LLC has increased its shares by 38. In the recent year, Phillips Wealth Planners LLC has increased its shares by 209.