Institutional Owners for CAT
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| TRANSFORM WEALTH LLC | COM | 901 | $4,180,504 | 14,139 | 0.00 | 0.00 | 133 | 0.95 | 12-31-2023 |
| INVESTMENT MANAGEMENT OF VIRGINIA LLC | COM | 902 | $3,223,440 | 14,086 | 0.00 | 0.00 | -100 | -0.70 | 03-31-2023 |
| IOWA STATE BANK | Com | 903 | $5,161,167 | 14,085 | 0.00 | 0.00 | -858 | -5.74 | 03-31-2024 |
| PFLUG KOORY LLC | COM | 904 | $5,160,434 | 14,083 | 0.00 | 0.00 | 15 | 0.11 | 03-31-2024 |
