LPL Financial LLC's ownership history for CAT

LPL Financial LLC currently holds 1.1M shares with a market value of $778.8M. It started holding CAT on 2024-09-30. At its peak, it held 1.1M shares on 2026-03-31. Its highest holding value was $778.8M on 2026-03-31. At its lowest, it held 879.6K shares on 2024-09-30, with a value of $310.1M on 2025-03-31. In the recent 180 days, LPL Financial LLC has increased its shares by 116.1K. In the recent year, LPL Financial LLC has increased its shares by 158.9K.

It has also owned 7 contracts of calls, with the market value of the underlying securities totaling $495.9K on 2025-09-30. At its peak, it held 9 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $515.6K on 2025-12-31. At its lowest, it held 7 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $334.0K on 2025-09-30. In the recent 180 days, LPL Financial LLC has increased its holdings by 0 contracts.

It has also owned 8 contracts of puts, with the market value of the underlying securities totaling $566.8K on 2025-09-30. At its peak, it held 8 contracts of puts on 2025-09-30 and it owned puts with the market value of the underlying securities totaling $566.8K on 2026-03-31. At its lowest, it held 6 contracts of puts on 2025-12-31 and it owned puts with the market value of the underlying securities totaling $343.7K on 2025-12-31. In the recent 180 days, LPL Financial LLC has increased its holdings by 0 contracts.