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Disclosery

Aviance Capital Partners, LLC: CAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aviance Capital Partners, LLC on CAT, newest first. How the timeline and the estimate are built.

Aviance Capital Partners, LLC held 679 CAT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 679 shares
    Change vs previous 13F +103 shares

    0.08% of the 13F portfolio, value $722,858.

    13F-HR 0001542383-26-000005 filed by Aviance Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 576 shares
    Change vs previous 13F -7 shares

    0.05% of the 13F portfolio, value $408,073.

    13F-HR 0001542383-26-000003 filed by Aviance Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 583 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $333,983.

    13F-HR 0001542383-26-000001 filed by Aviance Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 583 shares
    Change vs previous 13F +35 shares

    0.03% of the 13F portfolio, value $278,179.

    13F-HR 0001542383-25-000002 filed by Aviance Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 548 shares
    Change vs previous 13F +548 shares

    0.03% of the 13F portfolio, value $212,739.

    13F-HR 0001085146-25-004506 filed by Aviance Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -648 shares

    13F-HR 0001085146-25-002406 filed by Aviance Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 648 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $235,068.

    13F-HR 0001085146-25-000867 filed by Aviance Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 648 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $255,205.

    13F-HR 0001085146-24-005434 filed by Aviance Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).