Summit Wealth Partners, LLC's ownership history for CAT

Summit Wealth Partners, LLC currently holds 2.0K shares with a market value of $945.7K. It started holding CAT on 2024-09-30. At its peak, it held 2.0K shares on 2025-06-30. Its highest holding value was $945.7K on 2025-09-30. At its lowest, it held 1.7K shares on 2024-12-31, with a value of $552.1K on 2025-03-31. In the recent 180 days, Summit Wealth Partners, LLC has increased its shares by 308. In the recent year, Summit Wealth Partners, LLC has increased its shares by 298.