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
2025 Q3	$278K	Buy
2025 Q2	$213K	Buy
2025 Q1	–	Sell
2024 Q4	$235K	Hold
2024 Q3	$255K	Sell
2024 Q2	$217K	Buy
2013 Q3	–	Sell
2013 Q2	$840K	Buy