Summit Wealth Group, LLC's ownership history for CAT

Summit Wealth Group, LLC currently holds 461 shares with a market value of $264.1K. It started holding CAT on 2025-06-30. At its peak, it held 812 shares on 2025-06-30. Its highest holding value was $264.1K on 2025-12-31. At its lowest, it held 445 shares on 2025-09-30, with a value of $315 on 2025-06-30. In the recent 180 days, Summit Wealth Group, LLC has decreased its shares by 351.