Leonard Rickey Investment Advisors P »

Caterpillar shares owned by Leonard Rickey Investment Advisors P

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Leonard Rickey Investment Advisors P from 13F filings

Historical chart of Leonard Rickey Investment Advisors P investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Leonard Rickey Investment Advisors P consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Leonard Rickey Investment Advisors P

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 2.4k 572.89

More positions owned by Leonard Rickey Investment Advisors P

Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Gold Tr Ishares New (IAU)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr National Mun Etf (MUB)

View all positions for Leonard Rickey Investment Advisors P

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Susquehanna International
Bank of New York Mellon
Ubs Global Asset Management Americas
Jpmorgan Chase & Co
Charles Schwab Investment Management

View all funds holding Caterpillar