Texas Capital Bank Wealth Management Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.23M | Sell |
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|
2025
Q1 | $7.48M | Sell |
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|
2024
Q4 | $9.48M | Sell |
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|
2024
Q3 | $10.3M | Buy |
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|
2024
Q2 | $8.61M | Buy |
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|
2024
Q1 | $9.3M | Sell |
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|
2023
Q4 | $8.6M | Sell |
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|
2023
Q3 | $8.8M | Sell |
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|
2023
Q2 | $10M | Sell |
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|
2023
Q1 | $9.56M | Sell |
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|
2022
Q4 | $10.6M | Sell |
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|
2022
Q3 | $7.6M | Sell |
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|
2022
Q2 | $8.88M | Sell |
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|
2022
Q1 | $13.5M | Buy |
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|
2021
Q4 | $11M | Sell |
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|
2021
Q3 | $10.3M | Buy |
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|
2021
Q2 | $7.26M | Buy |
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|
2021
Q1 | $6.93M | Sell |
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|
2020
Q4 | $6.16M | Sell |
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|
2020
Q3 | $6.61M | Buy |
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|
2020
Q2 | $2.73M | Buy |
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|
2020
Q1 | $1.72M | Buy |
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|
2019
Q4 | $1.98M | Buy |
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