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

Peak Retirement Planning, Inc. currently holds 503 shares with a market value of $288.2K. It started holding CAT on 2025-09-30. At its peak, it held 505 shares on 2025-09-30. Its highest holding value was $288.2K on 2025-12-31. At its lowest, it held 503 shares on 2025-12-31, with a value of $240.7K on 2025-09-30.