XML Financial, LLC's ownership history for CAT

XML Financial, LLC currently holds 5.2K shares with a market value of $3.7M. It started holding CAT on 2024-12-31. At its peak, it held 5.2K shares on 2026-03-31. Its highest holding value was $3.7M on 2026-03-31. At its lowest, it held 4.3K shares on 2024-12-31, with a value of $1.4M on 2025-03-31. In the recent 180 days, XML Financial, LLC has increased its shares by 142. In the recent year, XML Financial, LLC has increased its shares by 818.