Institutional Owners for CAT
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
STEEL PEAK WEALTH MANAGEMENT LLC COM 451 $11,122,795 46,430 0.00 0.18 32,039 222.63 12-31-2022
KAVAR CAPITAL PARTNERS GROUP LLC COM 452 $13,726,184 46,424 0.00 0.00 24,289 109.73 12-31-2023
ING GROEP NV COM 453 $11,365,788 46,193 0.00 0.00 -99,014 -68.19 06-30-2023
CONGRESS WEALTH MANAGEMENT LLC / DE / COM 454 $16,868,258 46,033 0.00 0.00 -913 -1.94 03-31-2024
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