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
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Quarterly reported holdings in Caterpillar by Grassi Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $20M | 69k | 295.67 |
| 2023-09-30 | $19M | 69k | 273.00 |
| 2023-06-30 | $17M | 69k | 246.04 |
| 2023-03-31 | $16M | 69k | 228.84 |
| 2022-12-31 | $17M | 69k | 239.57 |
| 2022-09-30 | $11M | 69k | 164.08 |
| 2022-06-30 | $12M | 69k | 178.76 |
| 2022-03-31 | $15M | 69k | 222.81 |
| 2021-12-31 | $14M | 69k | 206.74 |
| 2021-09-30 | $13M | 70k | 191.97 |
| 2021-06-30 | $15M | 70k | 217.63 |
| 2021-03-31 | $16M | 70k | 231.87 |
| 2020-12-31 | $13M | 70k | 182.03 |
| 2020-09-30 | $11M | 72k | 149.15 |
| 2020-06-30 | $9.1M | 72k | 126.49 |
| 2020-03-31 | $8.3M | 72k | 116.04 |
| 2019-12-31 | $11M | 73k | 147.67 |
| 2019-09-30 | $11M | 85k | 126.31 |
| 2019-06-30 | $9.4M | 69k | 136.29 |
| 2019-03-31 | $8.8M | 65k | 135.50 |
| 2018-12-31 | $8.0M | 63k | 127.08 |
| 2018-09-30 | $8.4M | 55k | 152.49 |
| 2018-06-30 | $7.5M | 55k | 135.66 |
| 2018-03-31 | $8.1M | 55k | 147.38 |
| 2017-12-31 | $8.7M | 55k | 157.59 |
| 2017-09-30 | $6.9M | 55k | 124.71 |
| 2017-06-30 | $5.9M | 55k | 107.46 |
| 2017-03-31 | $5.1M | 55k | 92.76 |
| 2016-12-31 | $5.1M | 55k | 92.74 |
| 2016-09-30 | $4.9M | 55k | 88.77 |
| 2016-06-30 | $4.2M | 55k | 75.80 |
| 2016-03-31 | $4.4M | 57k | 76.54 |
| 2015-12-31 | $3.9M | 57k | 67.97 |
| 2015-09-30 | $1.1M | 16k | 65.35 |
| 2015-06-30 | $5.1M | 60k | 84.81 |
| 2015-03-31 | $4.3M | 54k | 80.03 |
| 2014-12-31 | $4.9M | 54k | 91.54 |
| 2014-09-30 | $5.3M | 53k | 99.03 |
| 2014-06-30 | $6.1M | 56k | 108.66 |
More positions owned by Grassi Investment Management
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