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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
Q2 		$16.8M Sell
15,788
-3,268
-17% -$2.87M 0.9% 21
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's CAT Position: Q2 2026 in Review

Texas Capital Bank Wealth Management Services reduced its Caterpillar (CAT) stake by 17% in Q2 2026, selling an estimated $2.87M and leaving 15,788 shares worth $16.8M. The position accounts for 0.9% of the portfolio, ranked #21.

Texas Capital Bank Wealth Management Services first reported a position in CAT in Q4 2019 and has held it in 27 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Texas Capital Bank Wealth Management Services held 15,788 shares of Caterpillar worth $16.8M as of Q2 2026.
  • Texas Capital Bank Wealth Management Services sold 3,268 Caterpillar shares in Q2 2026, an estimated $2.87M.
  • Caterpillar made up 0.9% of Texas Capital Bank Wealth Management Services's portfolio in Q2 2026, its #21 holding.
  • Texas Capital Bank Wealth Management Services first reported a position in Caterpillar in Q4 2019 and has held it in 27 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q2 2026, filed 7 Aug 2026.