Grassi Investment Management »

Caterpillar shares owned by Grassi Investment Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Grassi Investment Management from 13F filings

Historical chart of Grassi Investment Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Grassi Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Grassi Investment Management

Quarter filed Position value Share count Share price at filing
2014-03-31 $5.6M 56k 99.37
2013-12-31 $5.1M 57k 90.82
2013-09-30 $4.5M 54k 83.40
2013-06-30 $3.8M 46k 82.50
2013-03-31 $684k 7.9k 87.02
2012-12-31 $731k 8.2k 89.58
2012-09-30 $2.7M 32k 86.03
2012-06-30 $3.0M 36k 84.92
2012-03-31 $3.8M 36k 106.51
2011-12-31 $3.3M 37k 90.60
2011-09-30 $2.9M 39k 73.84
2011-06-30 $4.2M 40k 106.47
2011-03-31 $4.0M 36k 111.36