waypoint wealth counsel's ownership history for CAT

waypoint wealth counsel currently holds 868 shares with a market value of $414.3K. It started holding CAT on 2024-09-30. At its peak, it held 905 shares on 2024-12-31. Its highest holding value was $414.3K on 2025-09-30. At its lowest, it held 827 shares on 2024-09-30, with a value of $277.4K on 2025-03-31. In the recent 180 days, waypoint wealth counsel has increased its shares by 26. In the recent year, waypoint wealth counsel has increased its shares by 41.