Schwallier Wealth Management LLC's ownership history for CAT

Schwallier Wealth Management LLC currently holds 450 shares with a market value of $319.0K. It started holding CAT on 2025-09-30. At its peak, it held 450 shares on 2025-09-30. Its highest holding value was $319.0K on 2026-03-31. At its lowest, it held 449 shares on 2025-12-31, with a value of $214.8K on 2025-09-30. In the recent 180 days, Schwallier Wealth Management LLC has increased its shares by 0.