Strategic Financial Concepts, LLC's ownership history for CAT

Strategic Financial Concepts, LLC currently holds 571 shares with a market value of $411.3K. It started holding CAT on 2024-09-30. At its peak, it held 227.0K shares on 2024-12-31. Its highest holding value was $441.8K on 2025-09-30. At its lowest, it held 571 shares on 2026-03-31, with a value of $233.7K on 2025-03-31. In the recent 180 days, Strategic Financial Concepts, LLC has decreased its shares by 338. In the recent year, Strategic Financial Concepts, LLC has decreased its shares by 226.5K.