Rooted Wealth Advisors, Inc.'s ownership history for CAT
Rooted Wealth Advisors, Inc. currently holds 3.2K shares with a market value of $2.2M. It started holding CAT on 2024-09-30. At its peak, it held 3.3K shares on 2025-09-30. Its highest holding value was $2.2M on 2025-12-31. At its lowest, it held 3.1K shares on 2024-12-31, with a value of $1.1K on 2024-12-31. In the recent 180 days, Rooted Wealth Advisors, Inc. has decreased its shares by 21. In the recent year, Rooted Wealth Advisors, Inc. has increased its shares by 116.
Rooted Wealth Advisors, Inc.'s ownership history for CAT