Next Level Wealth Planning, LLC's ownership history for CAT

Next Level Wealth Planning, LLC currently holds 630 shares with a market value of $360.9K. It started holding CAT on 2024-12-31. At its peak, it held 630 shares on 2025-09-30. Its highest holding value was $360.9K on 2025-12-31. At its lowest, it held 600 shares on 2024-12-31, with a value of $201.8K on 2025-03-31. In the recent 180 days, Next Level Wealth Planning, LLC has increased its shares by 30. In the recent year, Next Level Wealth Planning, LLC has increased its shares by 30.