Simplicity Wealth,LLC's ownership history for CAT

Simplicity Wealth,LLC currently holds 4.1K shares with a market value of $2.9M. It started holding CAT on 2024-09-30. At its peak, it held 4.8K shares on 2025-06-30. Its highest holding value was $2.9M on 2026-03-31. At its lowest, it held 2.2K shares on 2024-12-31, with a value of $797.6K on 2024-12-31. In the recent 180 days, Simplicity Wealth,LLC has decreased its shares by 513. In the recent year, Simplicity Wealth,LLC has decreased its shares by 570.