JWM
Jacobus Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-2,119
| Closed | -$194K | – | 304 |
|
|
2014
Q4 | $194K | Hold |
2,119
| – | – | 0.05% | 212 |
|
|
2014
Q3 | $210K | Hold |
2,119
| – | – | 0.06% | 203 |
|
|
2014
Q2 | $230K | Hold |
2,119
| – | – | 0.06% | 200 |
|
|
2014
Q1 | $211K | Sell |
2,119
-1,500
| -41% | -$149K | 0.05% | 213 |
|
|
2013
Q4 | $329K | Buy |
3,619
+1,619
| +81% | +$147K | 0.1% | 163 |
|
|
2013
Q3 | $167K | Hold |
2,000
| – | – | 0.06% | 187 |
|
|
2013
Q2 | $165K | Buy |
+2,000
| New | +$165K | 0.06% | 180 |
|