Spartan Planning & Wealth Management's ownership history for CAT

Spartan Planning & Wealth Management currently holds 1.2K shares with a market value of $844.7K. It started holding CAT on 2025-06-30. At its peak, it held 1.2K shares on 2026-03-31. Its highest holding value was $844.7K on 2026-03-31. At its lowest, it held 866 shares on 2025-09-30, with a value of $346.3K on 2025-06-30. In the recent 180 days, Spartan Planning & Wealth Management has increased its shares by 326.