Institutional Owners for CAT
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MENARD FINANCIAL GROUP LLC | COM | 1851 | $747,131 | 3,037 | 0.00 | 0.00 | -865 | -22.17 | 06-30-2023 |
| WBI INVESTMENTS LLC | COM | 1852 | $1,109,916 | 3,029 | 0.00 | 0.00 | -5,525 | -64.59 | 03-31-2024 |
| WMS PARTNERS LLC | COM | 1853 | $893,110 | 3,021 | 0.00 | 0.00 | 16 | 0.53 | 12-31-2023 |
| REDWOOD WEALTH MANAGEMENT GROUP LLC | COM | 1854 | $892,628 | 3,019 | 0.00 | 0.00 | 228 | 8.17 | 12-31-2023 |
