waypoint wealth counsel's ownership history for CAT

waypoint wealth counsel currently holds 781 shares with a market value of $553.1K. It started holding CAT on 2024-09-30. At its peak, it held 932 shares on 2025-12-31. Its highest holding value was $553.1K on 2026-03-31. At its lowest, it held 781 shares on 2026-03-31, with a value of $277.4K on 2025-03-31. In the recent 180 days, waypoint wealth counsel has decreased its shares by 87. In the recent year, waypoint wealth counsel has decreased its shares by 61.