Aviance Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $5.61M | Sell |
41,401
-9,182
| -18% | -$1.24M | 0.84% | 37 |
|
|
2018
Q4 | $6.43M | Buy |
+50,583
| New | +$6.43M | 0.9% | 33 |
|
|
2018
Q3 | – | Sell |
-8,416
| Closed | -$1.14M | – | 216 |
|
|
2018
Q2 | $1.14M | Sell |
8,416
-1,945
| -19% | -$264K | 0.1% | 110 |
|
|
2018
Q1 | $1.53M | Buy |
+10,361
| New | +$1.53M | 0.12% | 101 |
|
|
2014
Q3 | – | Sell |
-5,933
| Closed | -$645K | – | 290 |
|
|
2014
Q2 | $645K | Buy |
5,933
+1,867
| +46% | +$203K | 0.03% | 197 |
|
|
2014
Q1 | $404K | Buy |
4,066
+3,884
| +2,134% | +$386K | 0.02% | 225 |
|
|
2013
Q4 | $17K | Sell |
182
-938
| -84% | -$87.6K | 0.01% | 292 |
|
|
2013
Q3 | $93K | Sell |
1,120
-229
| -17% | -$19K | 0.05% | 179 |
|
|
2013
Q2 | $111K | Buy |
+1,349
| New | +$111K | 0.06% | 177 |
|