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Disclosery

Grassi Investment Management: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Grassi Investment Management on CAT, newest first. How the timeline and the estimate are built.

Grassi Investment Management held 66,904 CAT shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 66,904 shares
    Change vs previous 13F 0 shares

    2.07% of the 13F portfolio, value $25,973,000.

    13F-HR 0001608531-25-000006 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 66,904 shares
    Change vs previous 13F -50 shares

    2.04% of the 13F portfolio, value $22,065,000.

    13F-HR 0001608531-25-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F/A 66,954 shares
    Change vs previous 13F -200 shares

    2.07% of the 13F portfolio, value $24,288,000.

    13F-HR/A 0001608531-25-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 67,154 shares
    Change vs previous 13F -1,400 shares

    2.27% of the 13F portfolio, value $26,265,000.

    13F-HR 0001608531-24-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 68,554 shares
    Change vs previous 13F -300 shares

    2.03% of the 13F portfolio, value $22,835,000.

    13F-HR 0001608531-24-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 68,854 shares
    Change vs previous 13F 0 shares

    2.28% of the 13F portfolio, value $25,230,000.

    13F-HR 0001608531-24-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 68,854 shares
    Change vs previous 13F -150 shares

    2.13% of the 13F portfolio, value $20,358,000.

    13F-HR 0001608531-24-000001 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 69,004 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $18,838,000.

    13F-HR 0001608531-23-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).