Summit Financial, LLC's ownership history for CAT

Summit Financial, LLC currently holds 12.7K shares with a market value of $6.1M. 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 $14.4M on 2024-09-30. 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 decreased its shares by 19.3K. In the recent year, Summit Financial, LLC has decreased its shares by 24.2K.