WealthPlan Investment Management, LLC's ownership history for CAT

WealthPlan Investment Management, LLC currently holds 13.8K shares with a market value of $9.8M. It started holding CAT on 2024-09-30. At its peak, it held 13.8K shares on 2026-03-31. Its highest holding value was $9.8M on 2026-03-31. At its lowest, it held 5.5K shares on 2025-09-30, with a value of $2.0M on 2025-03-31. In the recent 180 days, WealthPlan Investment Management, LLC has increased its shares by 8.3K. In the recent year, WealthPlan Investment Management, LLC has increased its shares by 7.7K.