Strategies Wealth Advisors, LLC's ownership history for CAT

Strategies Wealth Advisors, LLC currently holds 1.1K shares with a market value of $774.9K. It started holding CAT on 2025-03-31. At its peak, it held 1.6K shares on 2025-09-30. Its highest holding value was $783.7K on 2025-09-30. At its lowest, it held 854 shares on 2025-12-31, with a value of $291.0K on 2025-03-31. In the recent 180 days, Strategies Wealth Advisors, LLC has decreased its shares by 548. In the recent year, Strategies Wealth Advisors, LLC has increased its shares by 212.