Phoenix Wealth Advisors's ownership history for CAT

Phoenix Wealth Advisors currently holds 648 shares with a market value of $459.1K. It started holding CAT on 2025-09-30. At its peak, it held 648 shares on 2025-12-31. Its highest holding value was $459.1K on 2026-03-31. At its lowest, it held 643 shares on 2025-09-30, with a value of $306.8K on 2025-09-30. In the recent 180 days, Phoenix Wealth Advisors has increased its shares by 5.