WealthPlan Investment Management, LLC's ownership history for CAT

WealthPlan Investment Management, LLC currently holds 5.5K shares with a market value of $2.6M. It started holding CAT on 2024-09-30. At its peak, it held 6.1K shares on 2024-09-30. Its highest holding value was $2.6M on 2025-09-30. 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 decreased its shares by 637. In the recent year, WealthPlan Investment Management, LLC has decreased its shares by 678.