MAI Capital Management's ownership history for CAT

MAI Capital Management currently holds 56.7K shares with a market value of $32.5M. It started holding CAT on 2024-09-30. At its peak, it held 56.7K shares on 2025-12-31. Its highest holding value was $32.5M on 2025-12-31. At its lowest, it held 17.1K shares on 2024-09-30, with a value of $6.7M on 2024-09-30. In the recent 180 days, MAI Capital Management has increased its shares by 22.5K. In the recent year, MAI Capital Management has increased its shares by 32.4K.

It has also owned 7 contracts of calls, with the market value of the underlying securities totaling $401.0K on 2024-12-31. At its peak, it held 13 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $471.6K on 2024-12-31. At its lowest, it held 4 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $131.9K on 2025-03-31. In the recent 180 days, MAI Capital Management has increased its holdings by 3 contracts. In the recent year, MAI Capital Management has decreased its holdings by 6 contracts.