Institutional Owners for CAT
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| DONOGHUE FORLINES LLC | COM | 1501 | $1,475,098 | 4,989 | 0.00 | 0.00 | 268 | 5.68 | 12-31-2023 |
| PFG INVESTMENTS LLC | COM | Liquidated | $1,816,896 | 4,958 | 0.00 | 0.00 | 4,958 | +Inf | 03-31-2024 |
| EXENCIAL WEALTH ADVISORS LLC | COM | 1503 | $1,350,357 | 4,946 | 0.00 | 0.00 | 3,229 | 188.06 | 09-30-2023 |
| EMPRISE BANK | Equities | 1504 | $1,802,836 | 4,920 | 0.00 | 4,920 | +Inf | 03-31-2024 |
