Institutional Owners for CAT
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| IMA WEALTH INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FRIEDENTHAL FINANCIAL | COM | Liquidated | $51,301 | 140 | 0.00 | 0.00 | 140 | +Inf | 03-31-2024 |
| PLANNING CAPITAL MANAGEMENT CORP | COM | 3453 | $50,760 | 139 | 0.00 | 0.00 | 24 | 20.87 | 03-31-2024 |
| VALUED WEALTH ADVISORS LLC | COM | 3454 | $50,958 | 139 | 0.00 | 139 | +Inf | 03-31-2024 |
