Richard C. Young & CO., LTD.
- SEC CIK
- 0001387304
- Latest filing
- Jul 28, 2026
CAT holding history
Caterpillar Inc in every 13F filed by Richard C. Young & CO., LTD., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CAT overviewAll 13F holders of CATFull Q2 2026 holdings
- Shares (Q2 2026)
- 49,495
- Value
- $52.7M
- % of portfolio
- 3.9%
- Quarters held
- 22
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 49,495 | $52.7M | 3.9% | −1,020−2.0% | Reduced | Holders |
| Q1 2026 | 50,515 | $35.8M | 3.0% | −292−0.6% | Reduced | Holders |
| Q4 2025 | 50,807 | $29.1M | 2.6% | −1,004−1.9% | Reduced | Holders |
| Q3 2025 | 51,811 | $24.7M | 2.3% | −1,221−2.3% | Reduced | Holders |
| Q2 2025 | 53,032 | $20.6M | 2.0% | −1,535−2.8% | Reduced | Holders |
| Q1 2025 | 54,567 | $18.0M | 1.9% | −1,188−2.1% | Reduced | Holders |
| Q4 2024 | 55,755 | $20.2M | 2.2% | −1,036−1.8% | Reduced | Holders |
| Q3 2024 | 56,791 | $22.2M | 2.4% | +232+0.4% | Added | Holders |
| Q2 2024 | 56,559 | $18.8M | 2.3% | +195+0.3% | Added | Holders |
| Q1 2024 | 56,364 | $20.7M | 2.6% | −694−1.2% | Reduced | Holders |
| Q4 2023 | 57,058 | $16.9M | 2.3% | +1,537+2.8% | Added | Holders |
| Q3 2023 | 55,521 | $15.2M | 2.2% | +373+0.7% | Added | Holders |
| Q2 2023 | 55,148 | $13.6M | 1.9% | +1,309+2.4% | Added | Holders |
| Q1 2023 | 53,839 | $12.3M | 1.7% | +292+0.5% | Added | Holders |
| Q4 2022 | 53,547 | $12.8M | 1.7% | +457+0.9% | Added | Holders |
| Q3 2022 | 53,090 | $8.71M | 1.3% | +877+1.7% | Added | Holders |
| Q2 2022 | 52,213 | $9.33M | 1.2% | +2,025+4.0% | Added | Holders |
| Q1 2022 | 50,188 | $11.2M | 1.4% | +1,615+3.3% | Added | Holders |
| Q4 2021 | 48,573 | $10.0M | 1.3% | +237+0.5% | Added | Holders |
| Q3 2021 | 48,336 | $9.28M | 1.3% | +297+0.6% | Added | Holders |
| Q2 2021 | 48,039 | $10.5M | 1.3% | +1,994+4.3% | Added | Holders |
| Q1 2021 | 46,045 | $10.7M | 1.4% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.