Morton Capital Management LLC/CA's ownership history for CAT

Morton Capital Management LLC/CA currently holds 684 shares with a market value of $484.2K. It started holding CAT on 2024-09-30. At its peak, it held 684 shares on 2026-03-31. Its highest holding value was $484.2K on 2026-03-31. At its lowest, it held 587 shares on 2025-06-30, with a value of $204.9K on 2025-03-31. In the recent 180 days, Morton Capital Management LLC/CA has increased its shares by 97. In the recent year, Morton Capital Management LLC/CA has increased its shares by 63.