Shakespeare Wealth Management, LLC's ownership history for CAT

Shakespeare Wealth Management, LLC currently holds 520 shares with a market value of $368.7K. It started holding CAT on 2025-09-30. At its peak, it held 520 shares on 2025-09-30. Its highest holding value was $368.7K on 2026-03-31. At its lowest, it held 520 shares on 2025-09-30, with a value of $247.9K on 2025-09-30. In the recent 180 days, Shakespeare Wealth Management, LLC has increased its shares by 0.