SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s ownership history for CAT

SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 463 shares with a market value of $328.0K. It started holding CAT on 2025-12-31. At its peak, it held 463 shares on 2026-03-31. Its highest holding value was $328.0K on 2026-03-31. At its lowest, it held 427 shares on 2025-12-31, with a value of $244.6K on 2025-12-31.