Concord Wealth Partners's ownership history for CAT

Concord Wealth Partners currently holds 9.1K shares with a market value of $5.2M. It started holding CAT on 2024-09-30. At its peak, it held 10.2K shares on 2025-03-31. Its highest holding value was $5.2M on 2025-12-31. At its lowest, it held 9.1K shares on 2025-12-31, with a value of $3.4M on 2024-12-31. In the recent 180 days, Concord Wealth Partners has decreased its shares by 584. In the recent year, Concord Wealth Partners has decreased its shares by 144.