Strategic Financial Concepts, LLC's ownership history for CAT

Strategic Financial Concepts, LLC currently holds 926 shares with a market value of $441.8K. 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 626 shares on 2024-09-30, with a value of $233.7K on 2025-03-31. In the recent 180 days, Strategic Financial Concepts, LLC has increased its shares by 217. In the recent year, Strategic Financial Concepts, LLC has increased its shares by 300.