Peak Retirement Planning, Inc.'s ownership history for CAT

Peak Retirement Planning, Inc. currently holds 594 shares with a market value of $420.6K. It started holding CAT on 2025-09-30. At its peak, it held 594 shares on 2026-03-31. Its highest holding value was $420.6K on 2026-03-31. At its lowest, it held 503 shares on 2025-12-31, with a value of $240.7K on 2025-09-30. In the recent 180 days, Peak Retirement Planning, Inc. has increased its shares by 89.