JAM
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JCIC Asset Management’s Caterpillar CAT Stock Holding History

JCIC Asset Management’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-35
Closed -$4K – 135
2019
Q3 		$4K Sell
35
-21,416
-100% -$2.72M ﹤0.01% 109
2019
Q2 		$2.92M Sell
21,451
-219
-1% -$28.9K 1.21% 34
2019
Q1 		$2.94M Buy
21,670
+213
+1% +$28.3K 1.17% 35
2018
Q4 		$2.73M Sell
21,457
-38
-0.2% -$4.94K 1.21% 32
2018
Q3 		$3.28M Buy
+21,495
New +$3.04M 1.13% 35
2014
Q2 		– Sell
-250
Closed -$25K – 82
2014
Q1 		$25K Hold
250
– – ﹤0.01% 49
2013
Q4 		$23K Hold
250
– – ﹤0.01% 53
2013
Q3 		$21K Hold
250
– – ﹤0.01% 56
2013
Q2 		$21K Buy
+250
New +$21.3K ﹤0.01% 58

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