Summit Financial Strategies, Inc.'s ownership history for CAT

Summit Financial Strategies, Inc. currently holds 1.9K shares with a market value of $1.4M. It started holding CAT on 2024-09-30. At its peak, it held 1.9K shares on 2025-12-31. Its highest holding value was $1.4M on 2026-03-31. At its lowest, it held 1.8K shares on 2025-06-30, with a value of $619.4K on 2025-03-31. In the recent 180 days, Summit Financial Strategies, Inc. has increased its shares by 104. In the recent year, Summit Financial Strategies, Inc. has increased its shares by 71.