Trek Financial, LLC's ownership history for CAT

Trek Financial, LLC currently holds 3.4K shares with a market value of $2.4M. It started holding CAT on 2024-12-31. At its peak, it held 10.6K shares on 2025-12-31. Its highest holding value was $6.1M on 2025-12-31. At its lowest, it held 3.0K shares on 2024-12-31, with a value of $1.1M on 2024-12-31. In the recent 180 days, Trek Financial, LLC has decreased its shares by 974. In the recent year, Trek Financial, LLC has decreased its shares by 102.