Institutional Owners for CAT
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
REGENTATLANTIC CAPITAL LLC COM 601 $4,719,000 28,759 0.14 0.17 -191 -0.66 09-30-2022
PARADIEM LLC COM 602 $10,517,938 28,704 0.00 0.00 -357 -1.23 03-31-2024
KESTRA PRIVATE WEALTH SERVICES LLC COM 603 $10,508,276 28,677 0.00 0.00 -4,197 -12.77 03-31-2024
KIWI WEALTH INVESTMENTS LIMITED PARTNERSHIP COM Liquidated $0 0 0.32 0.75 -27,420 -48.92 12-31-2023
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