Summit Financial, LLC's ownership history for CAT

Summit Financial, LLC currently holds 36.9K shares with a market value of $26.1M. It started holding CAT on 2024-09-30. At its peak, it held 37.7K shares on 2024-12-31. Its highest holding value was $26.1M on 2026-03-31. At its lowest, it held 12.2K shares on 2025-06-30, with a value of $4.8M on 2025-06-30. In the recent 180 days, Summit Financial, LLC has increased its shares by 24.2K. In the recent year, Summit Financial, LLC has increased its shares by 4.8K.