WealthPlan Investment Management, LLC's ownership history for CAT

WealthPlan Investment Management, LLC currently holds 9.9K shares with a market value of $5.7M. It started holding CAT on 2024-09-30. At its peak, it held 9.9K shares on 2025-12-31. Its highest holding value was $5.7M on 2025-12-31. At its lowest, it held 5.5K shares on 2025-09-30, with a value of $2.0M on 2025-03-31. In the recent 180 days, WealthPlan Investment Management, LLC has increased its shares by 3.9K. In the recent year, WealthPlan Investment Management, LLC has increased its shares by 3.8K.