Institutional Owners for CAT
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL SERVICES LLC | COM | 2801 | $290,095 | 1,063 | 0.00 | 1,063 | +Inf | 09-30-2023 | |
| TOWN & COUNTRY BANK & TRUST CO DBA FIRST BANKERS TRUST CO | COM | 2802 | $389,515 | 1,063 | 0.00 | 0.00 | 72 | 7.27 | 03-31-2024 |
| OXFORD FINANCIAL GROUP LTD LLC | COM | 2803 | $313,454 | 1,060 | 0.00 | 0.00 | 121 | 12.89 | 12-31-2023 |
| SYM FINANCIAL CORP | COM | 2804 | $312,523 | 1,057 | 0.00 | 0.00 | 65 | 6.55 | 12-31-2023 |
