Grassi Investment Management / CAT
Grassi Investment Management’s Caterpillar Inc Position
Does Grassi Investment Management own Caterpillar Inc (CAT)? Yes — 66.9K shares worth $26M (+2.07% of its 13F portfolio) as of Q2 2025.
Position Value
$26M
Q2 2025
Shares
66.9K
% of Portfolio
+2.07%
Quarters Held
27
currently held
Position History CAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2025 | 66.9K | $26M | +2.07% |
| Q1 2025 | 66.9K | $22M | +2.04% |
| Q4 2024 | 67.0K | $24M | +2.07% |
| Q3 2024 | 67.2K | $26M | +2.27% |
| Q2 2024 | 68.6K | $23M | +2.03% |
| Q1 2024 | 68.9K | $25M | +2.28% |
| Q4 2023 | 68.9K | $20M | +2.13% |
| Q3 2023 | 69.0K | $19M | +2.17% |
| Q2 2023 | 69.0K | $17M | +1.87% |
| Q1 2023 | 69.0K | $16M | +1.96% |
| Q4 2022 | 69.0K | $17M | +2.23% |
| Q3 2022 | 69.0K | $11M | +1.65% |
| Q2 2022 | 69.0K | $12M | +1.63% |
| Q1 2022 | 69.0K | $15M | +1.61% |
| Q4 2021 | 69.0K | $14M | +1.43% |
| Q3 2021 | 69.6K | $13M | +1.50% |
| Q2 2021 | 69.6K | $15M | +1.64% |
| Q1 2021 | 69.6K | $16M | +1.83% |
| Q4 2020 | 70.1K | $13M | +1.62% |
| Q3 2020 | 71.8K | $11M | +1.52% |
| Q2 2020 | 71.8K | $9M | +1.31% |
| Q1 2020 | 71.5K | $8M | +1.45% |
| Q4 2019 | 72.5K | $11M | +1.45% |
| Q3 2019 | 84.8K | $11M | +1.60% |
| Q2 2019 | 68.8K | $9M | +1.38% |
| Q1 2019 | 64.7K | $9M | +1.30% |
| Q4 2018 | 63.3K | $8M | +1.38% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Grassi Investment Management’s full portfolio or all institutional holders of CAT.