Institutional Owners for CAT
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| HAVERFORD TRUST CO | COM | 1351 | $2,274,798 | 6,208 | 0.00 | 0.00 | 100 | 1.64 | 03-31-2024 |
| MISSION WEALTH MANAGEMENT LP | COM | 1352 | $2,274,314 | 6,207 | 0.00 | 0.00 | 1,789 | 40.49 | 03-31-2024 |
| EADS & HEALD WEALTH MANAGEMENT | COM | 1353 | $2,273,000 | 6,204 | 1.06 | 0.91 | -168 | -2.64 | 03-31-2024 |
| WEALTHPLAN PARTNERS LLC | Stock/ETF | 1354 | $1,523,871 | 6,193 | 0.00 | 0.00 | -426 | -6.44 | 06-30-2023 |
