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Disclosery

Leonard Rickey Investment Advisors P.L.L.C.: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Leonard Rickey Investment Advisors P.L.L.C. on CAT, newest first. How the timeline and the estimate are built.

Leonard Rickey Investment Advisors P.L.L.C. held 3,018 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,018 shares
    Change vs previous 13F -1 shares

    0.5% of the 13F portfolio, value $3,214,362.

    13F-HR 0001731447-26-000004 filed by Leonard Rickey Investment Advisors P.L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,019 shares
    Change vs previous 13F +654 shares

    0.37% of the 13F portfolio, value $2,138,838.

    13F-HR 0001731447-26-000003 filed by Leonard Rickey Investment Advisors P.L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,365 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,354,887.

    13F-HR 0001731447-26-000001 filed by Leonard Rickey Investment Advisors P.L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).