Institutional Owners for CAT
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
IBEX WEALTH ADVISORS COM 1201 $1,907,000 7,960 0.52 0.46 1,369 20.77 03-31-2024
LOWE BROCKENBROUGH & CO INC COM 1202 $2,326,923 7,870 0.00 0.00 -4,039 -33.92 12-31-2023
AMERICAN PORTFOLIOS ADVISORS COM 1203 $1,283,221 7,821 0.00 7,821 +Inf 09-30-2022
GIFFORD FONG ASSOCIATES COM 1204 $2,306,000 7,800 0.49 0.51 0 0.00 12-31-2023
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6