TruWealth Advisors, LLC's ownership history for CAT


TruWealth Advisors, LLC currently holds 43.8K shares with a market value of $31.0M. It started holding CAT on 2024-09-30. At its peak, it held 44.2K shares on 2025-12-31. Its highest holding value was $31.0M on 2026-03-31. At its lowest, it held 23.2K shares on 2024-12-31, with a value of $8.0M on 2025-03-31. In the recent 180 days, TruWealth Advisors, LLC has decreased its shares by 359. In the recent year, TruWealth Advisors, LLC has increased its shares by 19.7K.


TruWealth Advisors, LLC's ownership history for CAT