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Aviance Capital Partners’s Caterpillar CAT Stock Holding History

Aviance Capital Partners’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
2026
Q2 		$723K Buy
679
+103
+18% +$90.5K 0.08% 209
2026
Q1 		$408K Sell
576
-7
-1% -$4.85K 0.05% 267
2025
Q4 		$334K Hold
583
– – 0.04% 290
2025
Q3 		$278K Buy
583
+35
+6% +$14.9K 0.03% 305
2025
Q2 		$213K Buy
+548
New +$183K 0.03% 328
2025
Q1 		– Sell
-648
Closed -$235K – 337
2024
Q4 		$235K Hold
648
– – 0.03% 288
2024
Q3 		$255K Sell
648
-4
-0.6% -$1.38K 0.03% 294
2024
Q2 		$217K Buy
+652
New +$226K 0.03% 298
2013
Q3 		– Sell
-10,183
Closed -$840K – 209
2013
Q2 		$840K Buy
+10,183
New +$866K 0.45% 66

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Vanguard Capital Management
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State Farm Mutual Automobile Insurance
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Aviance Capital Partners's CAT Position: Q2 2026 in Review

Aviance Capital Partners increased its Caterpillar (CAT) stake by 18% in Q2 2026, buying an estimated $90.5K and bringing the position to 679 shares worth $723K. The position accounts for 0.08% of the portfolio, ranked #209.

Aviance Capital Partners first reported a position in CAT in Q2 2013 and has held it in 9 quarters since. The position peaked at $840K in Q2 2013. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Aviance Capital Partners held 679 shares of Caterpillar worth $723K as of Q2 2026.
  • Aviance Capital Partners bought 103 Caterpillar shares in Q2 2026, an estimated $90.5K.
  • Caterpillar made up 0.08% of Aviance Capital Partners's portfolio in Q2 2026, its #209 holding.
  • Aviance Capital Partners first reported a position in Caterpillar in Q2 2013 and has held it in 9 quarters since.
  • Aviance Capital Partners's Caterpillar position peaked at $840K in Q2 2013.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.