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 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

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aviance Capital Partners's CAT Position: Q1 2026 in Review

Aviance Capital Partners reduced its Caterpillar (CAT) stake by 1.2% in Q1 2026, selling an estimated $4.85K and leaving 576 shares worth $408K. The position accounts for 0.05% of the portfolio, ranked #267.

Aviance Capital Partners first reported a position in CAT in Q2 2013 and has held it in 8 quarters since. The position peaked at $840K in Q2 2013. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Aviance Capital Partners held 576 shares of Caterpillar worth $408K as of Q1 2026.
Aviance Capital Partners sold 7 Caterpillar shares in Q1 2026, an estimated $4.85K.
Caterpillar made up 0.05% of Aviance Capital Partners's portfolio in Q1 2026, its #267 holding.
Aviance Capital Partners first reported a position in Caterpillar in Q2 2013 and has held it in 8 quarters since.
Aviance Capital Partners's Caterpillar position peaked at $840K in Q2 2013.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.