Institutional Owners for CAT
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| TEAM HEWINS LLC | COM | 1951 | $995,224 | 2,716 | 0.00 | 0.00 | 95 | 3.62 | 03-31-2024 |
| WEALTH ALLIANCE ADVISORY GROUP LLC | COM | 1952 | $993,758 | 2,712 | 0.00 | 0.00 | 2,027 | 295.91 | 03-31-2024 |
| SENTINUS LLC | COM | 1953 | $666,771 | 2,710 | 0.00 | 0.00 | 1,642 | 153.75 | 06-30-2023 |
| WAYFINDING FINANCIAL LLC | Stock | 1954 | $733,000 | 2,701 | 0.55 | 0.49 | 16 | 0.60 | 09-30-2023 |
