Institutional Owners for CAT
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| WELCH & FORBES LLC | COM | 651 | $7,324,935 | 24,774 | 0.00 | 0.00 | -1,899 | -7.12 | 12-31-2023 |
| HOLLOWAY WEALTH MANAGEMENT LLC | COM | 652 | $5,505,000 | 24,708 | 1.57 | 1.32 | 2,396 | 10.74 | 03-31-2022 |
| AULL & MONROE INVESTMENT MANAGEMENT CORP | COM | 653 | $6,615,857 | 24,234 | 0.00 | 0.00 | -200 | -0.82 | 09-30-2023 |
| SILVER OAK SECURITIES INCORPORATED | COM | 654 | $7,150,733 | 24,185 | 0.00 | 1.05 | -2,315 | -8.74 | 12-31-2023 |
