JAM
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JW Asset Management’s Caterpillar CAT Stock Holding History

JW Asset Management’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,024
Closed -$1.19M – 15
2023
Q4 		$1.19M Hold
4,024
– – 0.68% 14
2023
Q3 		$1.1M Buy
+4,024
New +$1.1M 0.48% 11