Institutional Owners for CAT
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| APRIO WEALTH MANAGEMENT LLC | COM | 3001 | $323,834 | 884 | 0.00 | 0.00 | 73 | 9.00 | 03-31-2024 |
| HBW ADVISORY SERVICES LLC | COM | 3002 | $261,000 | 884 | 0.05 | 884 | +Inf | 03-31-2024 | |
| PINKERTON RETIREMENT SPECIALISTS LLC | COM | 3003 | $261,372 | 884 | 0.00 | 0.00 | -377 | -29.90 | 12-31-2023 |
| PROVISE MANAGEMENT GROUP LLC | COM | 3004 | $261,372 | 884 | 0.00 | 0.00 | 8 | 0.91 | 12-31-2023 |
