Institutional Owners for CAT
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
STRATEGIC GLOBAL ADVISORS LLC COM 551 $8,599,940 34,952 0.00 34,952 +Inf 06-30-2023
WELCH GROUP LLC COMMON 552 $12,806,368 34,949 0.00 34,949 +Inf 03-31-2024
VANTAGE INVESTMENT PARTNERS LLC COM 553 $12,796,000 34,937 1.14 34,937 +Inf 03-31-2024
WELCH GROUP LLC Common Liquidated $0 0 0.00 0.00 1,410 4.23 03-31-2024
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