Institutional Owners for CAT
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| GOALVEST ADVISORY LLC | Stock | 3351 | $108,463 | 296 | 0.00 | 0.00 | 33 | 12.55 | 03-31-2024 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | Ordinary Share | 3352 | $2,038 | 296 | 0.00 | 0.26 | -5,594 | -94.97 | 12-31-2023 |
| MORTON BROWN FAMILY WEALTH LLC | Stock | 3353 | $106,265 | 290 | 0.00 | 290 | +Inf | 03-31-2024 | |
| CORNERSTONE PLANNING GROUP LLC | Common Stock | 3354 | $84,824 | 287 | 0.00 | 287 | +Inf | 12-31-2023 |
