GoalVest Advisory LLC's ownership history for CAT

GoalVest Advisory LLC currently holds 212 shares with a market value of $121.4K. It started holding CAT on 2024-09-30. At its peak, it held 250 shares on 2024-09-30. Its highest holding value was $121.4K on 2025-12-31. At its lowest, it held 133 shares on 2025-06-30, with a value of $51.6K on 2025-06-30. In the recent 180 days, GoalVest Advisory LLC has increased its shares by 79. In the recent year, GoalVest Advisory LLC has decreased its shares by 38.