TCBWMS
Texas Capital Bank Wealth Management Services’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.23M | Sell |
21,192
-1,488
| -7% | -$578K | 0.77% | 29 |
|
|
2025
Q1 | $7.48M | Sell |
22,680
-3,463
| -13% | -$1.14M | 0.76% | 35 |
|
|
2024
Q4 | $9.48M | Sell |
26,143
-131
| -0.5% | -$47.5K | 0.97% | 23 |
|
|
2024
Q3 | $10.3M | Buy |
26,274
+440
| +2% | +$172K | 1.01% | 21 |
|
|
2024
Q2 | $8.61M | Buy |
25,834
+458
| +2% | +$153K | 0.89% | 25 |
|
|
2024
Q1 | $9.3M | Sell |
25,376
-3,725
| -13% | -$1.36M | 1.02% | 17 |
|
|
2023
Q4 | $8.6M | Sell |
29,101
-3,116
| -10% | -$921K | 1.02% | 23 |
|
|
2023
Q3 | $8.8M | Sell |
32,217
-8,466
| -21% | -$2.31M | 1.11% | 18 |
|
|
2023
Q2 | $10M | Sell |
40,683
-1,102
| -3% | -$271K | 1.07% | 20 |
|
|
2023
Q1 | $9.56M | Sell |
41,785
-2,570
| -6% | -$588K | 1.11% | 19 |
|
|
2022
Q4 | $10.6M | Sell |
44,355
-1,941
| -4% | -$465K | 1.29% | 17 |
|
|
2022
Q3 | $7.6M | Sell |
46,296
-3,365
| -7% | -$552K | 0.98% | 34 |
|
|
2022
Q2 | $8.88M | Sell |
49,661
-11,075
| -18% | -$1.98M | 1.03% | 32 |
|
|
2022
Q1 | $13.5M | Buy |
60,736
+7,538
| +14% | +$1.68M | 1.23% | 20 |
|
|
2021
Q4 | $11M | Sell |
53,198
-304
| -0.6% | -$62.8K | 0.95% | 37 |
|
|
2021
Q3 | $10.3M | Buy |
53,502
+20,161
| +60% | +$3.87M | 1.05% | 37 |
|
|
2021
Q2 | $7.26M | Buy |
33,341
+3,439
| +12% | +$748K | 0.91% | 35 |
|
|
2021
Q1 | $6.93M | Sell |
29,902
-3,944
| -12% | -$914K | 0.99% | 24 |
|
|
2020
Q4 | $6.16M | Sell |
33,846
-10,461
| -24% | -$1.9M | 0.91% | 26 |
|
|
2020
Q3 | $6.61M | Buy |
44,307
+22,710
| +105% | +$3.39M | 1.08% | 20 |
|
|
2020
Q2 | $2.73M | Buy |
21,597
+6,755
| +46% | +$855K | 0.61% | 34 |
|
|
2020
Q1 | $1.72M | Buy |
14,842
+1,423
| +11% | +$165K | 0.49% | 39 |
|
|
2019
Q4 | $1.98M | Buy |
+13,419
| New | +$1.98M | 0.44% | 47 |
|