Grassi Investment Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26M | Hold |
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|
2025
Q1 | $22.1M | Sell |
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|
2024
Q4 | $24.3M | Sell |
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|
2024
Q3 | $26.3M | Sell |
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|
2024
Q2 | $22.8M | Sell |
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|
2024
Q1 | $25.2M | Hold |
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|
2023
Q4 | $20.4M | Sell |
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|
2023
Q3 | $18.8M | Hold |
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|
2023
Q2 | $17M | Hold |
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|
2023
Q1 | $15.8M | Hold |
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|
2022
Q4 | $16.5M | Hold |
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|
2022
Q3 | $11.3M | Hold |
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|
2022
Q2 | $12.3M | Hold |
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|
2022
Q1 | $15.4M | Hold |
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|
2021
Q4 | $14.3M | Sell |
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|
2021
Q3 | $13.4M | Buy |
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|
2021
Q2 | $15.1M | Hold |
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|
2021
Q1 | $16.1M | Sell |
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|
2020
Q4 | $12.8M | Sell |
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|
2020
Q3 | $10.7M | Buy |
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|
2020
Q2 | $9.08M | Buy |
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|
2020
Q1 | $8.29M | Sell |
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|
2019
Q4 | $10.7M | Sell |
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|
2019
Q3 | $10.7M | Buy |
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|
2019
Q2 | $9.37M | Buy |
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|
2019
Q1 | $8.77M | Buy |
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|
2018
Q4 | $8.04M | Buy |
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|
2018
Q3 | $8.4M | Hold |
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|
2018
Q2 | $7.47M | Buy |
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|
2018
Q1 | $8.09M | Sell |
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|
2017
Q4 | $8.68M | Buy |
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|
2017
Q3 | $6.86M | Buy |
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|
2017
Q2 | $5.89M | Hold |
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|
2017
Q1 | $5.08M | Hold |
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|
2016
Q4 | $5.08M | Sell |
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|
2016
Q3 | $4.91M | Hold |
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|
2016
Q2 | $4.19M | Sell |
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|
2016
Q1 | $4.39M | Buy |
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|
2015
Q4 | $3.88M | Buy |
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|
2015
Q3 | $1.06M | Sell |
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|
2015
Q2 | $5.08M | Buy |
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|
2015
Q1 | $4.29M | Sell |
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|
2014
Q4 | $4.91M | Buy |
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|
2014
Q3 | $5.28M | Sell |
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|
2014
Q2 | $6.12M | Buy |
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|
2014
Q1 | $5.57M | Sell |
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|
2013
Q4 | $5.14M | Buy |
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|
2013
Q3 | $4.49M | Buy |
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|
2013
Q2 | $3.77M | Buy |
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