JAM
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Jolley Asset Management’s Caterpillar CAT Stock Holding History

Jolley 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
2018
Q3 		– Sell
-615
Closed -$83K – 81
2018
Q2 		$83K Sell
615
-35
-5% -$5.23K 0.06% 96
2018
Q1 		$96K Sell
650
-130
-17% -$20.5K 0.06% 89
2017
Q4 		$123K Sell
780
-50
-6% -$6.93K 0.08% 80
2017
Q3 		$104K Hold
830
– – 0.07% 86
2017
Q2 		$89K Buy
830
+155
+23% +$15.7K 0.06% 88
2017
Q1 		$63K Hold
675
– – 0.05% 95
2016
Q4 		$63K Hold
675
– – 0.05% 93
2016
Q3 		$60K Hold
675
– – 0.05% 98
2016
Q2 		$51K Buy
675
+75
+13% +$5.62K 0.04% 101
2016
Q1 		$46K Hold
600
– – 0.04% 90
2015
Q4 		$41K Hold
600
– – 0.04% 76
2015
Q3 		$39K Hold
600
– – 0.04% 74
2015
Q2 		$51K Hold
600
– – 0.05% 72
2015
Q1 		$48K Hold
600
– – 0.04% 75
2014
Q4 		$55K Hold
600
– – 0.05% 70
2014
Q3 		$59K Hold
600
– – 0.05% 67
2014
Q2 		$65K Hold
600
– – 0.05% 74
2014
Q1 		$60K Hold
600
– – 0.04% 71
2013
Q4 		$54K Hold
600
– – 0.04% 70
2013
Q3 		$50K Hold
600
– – 0.04% 74
2013
Q2 		$49K Buy
+600
New +$51K 0.04% 72

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