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Texas Capital Bank Wealth Management Services’s Caterpillar CAT Stock Holding History

Texas Capital Bank Wealth Management Services’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 		$13.5M Sell
19,056
-4,682
-20% -$3.24M 0.8% 25
2025
Q4 		$13.6M Buy
23,738
+1,170
+5% +$650K 0.78% 25
2025
Q3 		$10.8M Buy
22,568
+1,376
+6% +$587K 0.89% 26
2025
Q2 		$8.23M Sell
21,192
-1,488
-7% -$496K 0.77% 29
2025
Q1 		$7.48M Sell
22,680
-3,463
-13% -$1.23M 0.76% 35
2024
Q4 		$9.48M Sell
26,143
-131
-0.5% -$50.8K 0.97% 23
2024
Q3 		$10.3M Buy
26,274
+440
+2% +$152K 1.01% 21
2024
Q2 		$8.61M Buy
25,834
+458
+2% +$159K 0.89% 25
2024
Q1 		$9.3M Sell
25,376
-3,725
-13% -$1.19M 1.02% 17
2023
Q4 		$8.6M Sell
29,101
-3,116
-10% -$808K 1.02% 23
2023
Q3 		$8.8M Sell
32,217
-8,466
-21% -$2.3M 1.11% 18
2023
Q2 		$10M Sell
40,683
-1,102
-3% -$246K 1.07% 20
2023
Q1 		$9.56M Sell
41,785
-2,570
-6% -$621K 1.11% 19
2022
Q4 		$10.6M Sell
44,355
-1,941
-4% -$423K 1.29% 17
2022
Q3 		$7.6M Sell
46,296
-3,365
-7% -$615K 0.98% 34
2022
Q2 		$8.88M Sell
49,661
-11,075
-18% -$2.33M 1.03% 32
2022
Q1 		$13.5M Buy
60,736
+7,538
+14% +$1.58M 1.23% 20
2021
Q4 		$11M Sell
53,198
-304
-0.6% -$61.2K 0.95% 37
2021
Q3 		$10.3M Buy
53,502
+20,161
+60% +$4.2M 1.05% 37
2021
Q2 		$7.26M Buy
33,341
+3,439
+12% +$794K 0.91% 35
2021
Q1 		$6.93M Sell
29,902
-3,944
-12% -$816K 0.99% 24
2020
Q4 		$6.16M Sell
33,846
-10,461
-24% -$1.77M 0.91% 26
2020
Q3 		$6.61M Buy
44,307
+22,710
+105% +$3.19M 1.08% 20
2020
Q2 		$2.73M Buy
21,597
+6,755
+46% +$801K 0.61% 34
2020
Q1 		$1.72M Buy
14,842
+1,423
+11% +$182K 0.49% 39
2019
Q4 		$1.98M Buy
+13,419
New +$1.87M 0.44% 47

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's CAT Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services reduced its Caterpillar (CAT) stake by 20% in Q1 2026, selling an estimated $3.24M and leaving 19,056 shares worth $13.5M. The position accounts for 0.8% of the portfolio, ranked #25.

Texas Capital Bank Wealth Management Services first reported a position in CAT in Q4 2019 and has held it in 26 quarters since. The position peaked at $13.6M in Q4 2025. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Texas Capital Bank Wealth Management Services held 19,056 shares of Caterpillar worth $13.5M as of Q1 2026.
  • Texas Capital Bank Wealth Management Services sold 4,682 Caterpillar shares in Q1 2026, an estimated $3.24M.
  • Caterpillar made up 0.8% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #25 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in Caterpillar in Q4 2019 and has held it in 26 quarters since.
  • Texas Capital Bank Wealth Management Services's Caterpillar position peaked at $13.6M in Q4 2025.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.