Aviance Capital Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Buy |
+548
| New | +$213K | 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% | -$1.58K | 0.03% | 294 |
|
|
2024
Q2 | $217K | Buy |
+652
| New | +$217K | 0.03% | 298 |
|
|
2013
Q3 | – | Sell |
-10,183
| Closed | -$840K | – | 209 |
|
|
2013
Q2 | $840K | Buy |
+10,183
| New | +$840K | 0.45% | 66 |
|