TruWealth Advisors, LLC's ownership history for CAT
TruWealth Advisors, LLC currently holds 44.2K shares with a market value of $25.3M. It started holding CAT on 2024-09-30. At its peak, it held 44.2K shares on 2025-12-31. Its highest holding value was $25.3M on 2025-12-31. At its lowest, it held 23.2K shares on 2024-12-31, with a value of $8.0M on 2025-03-31. In the recent 180 days, TruWealth Advisors, LLC has increased its shares by 17.0K. In the recent year, TruWealth Advisors, LLC has increased its shares by 21.0K.
TruWealth Advisors, LLC's ownership history for CAT