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Richard C. Young & CO., LTD.: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Richard C. Young & CO., LTD. on CAT, newest first. How the timeline and the estimate are built.

Richard C. Young & CO., LTD. held 49,495 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,495 shares
    Change vs previous 13F -1,020 shares

    3.88% of the 13F portfolio, value $52,707,699.

    13F-HR 0001387304-26-000004 filed by Richard C. Young & CO., LTD.
    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 50,515 shares
    Change vs previous 13F -292 shares

    2.96% of the 13F portfolio, value $35,787,789.

    13F-HR 0001387304-26-000003 filed by Richard C. Young & CO., LTD.
    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 50,807 shares
    Change vs previous 13F -1,004 shares

    2.61% of the 13F portfolio, value $29,105,593.

    13F-HR 0001387304-26-000002 filed by Richard C. Young & CO., LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 51,811 shares
    Change vs previous 13F -1,221 shares

    2.3% of the 13F portfolio, value $24,721,550.

    13F-HR 0001387304-25-000007 filed by Richard C. Young & CO., LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 53,032 shares
    Change vs previous 13F -1,535 shares

    2.03% of the 13F portfolio, value $20,587,637.

    13F-HR 0001387304-25-000005 filed by Richard C. Young & CO., LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 54,567 shares
    Change vs previous 13F -1,188 shares

    1.93% of the 13F portfolio, value $17,996,335.

    13F-HR 0001387304-25-000004 filed by Richard C. Young & CO., LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 55,755 shares
    Change vs previous 13F -1,036 shares

    2.2% of the 13F portfolio, value $20,225,600.

    13F-HR 0001387304-25-000003 filed by Richard C. Young & CO., LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 56,791 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $22,212,145.

    13F-HR 0001387304-24-000006 filed by Richard C. Young & CO., LTD.
    Filed (acceptance time not in the bulk data set), ingested

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