LRIA
CAT icon

Leonard Rickey Investment Advisors’s Caterpillar CAT Stock Holding History

Leonard Rickey Investment Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.21M Sell
3,018
-1
-0% -$878 0.5% 28
2026
Q1 		$2.14M Buy
3,019
+654
+28% +$453K 0.37% 30
2025
Q4 		$1.35M Buy
+2,365
New +$1.31M 0.25% 40

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Leonard Rickey Investment Advisors's CAT Position: Q2 2026 in Review

Leonard Rickey Investment Advisors reduced its Caterpillar (CAT) stake by 0.03% in Q2 2026, selling an estimated $878 and leaving 3,018 shares worth $3.21M. The position accounts for 0.5% of the portfolio, ranked #28.

Leonard Rickey Investment Advisors first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,061 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Leonard Rickey Investment Advisors held 3,018 shares of Caterpillar worth $3.21M as of Q2 2026.
  • Leonard Rickey Investment Advisors sold 1 Caterpillar share in Q2 2026, an estimated $878.
  • Caterpillar made up 0.5% of Leonard Rickey Investment Advisors's portfolio in Q2 2026, its #28 holding.
  • Leonard Rickey Investment Advisors first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 4,061 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.