IBEX WEALTH ADVISORS's ownership history for CAT

IBEX WEALTH ADVISORS currently holds 9.9K shares with a market value of $7.0M. It started holding CAT on 2024-09-30. At its peak, it held 10.0K shares on 2024-12-31. Its highest holding value was $7.0M on 2026-03-31. At its lowest, it held 1.0K shares on 2024-09-30, with a value of $3.6M on 2024-12-31. In the recent 180 days, IBEX WEALTH ADVISORS has increased its shares by 8.9K.