SEC 13F Intelligence

Texas Capital Bank Wealth Management Services Inc / CAT

Texas Capital Bank Wealth Management Services Inc’s Caterpillar Inc Position

Does Texas Capital Bank Wealth Management Services Inc own Caterpillar Inc (CAT)? Yes19.1K shares worth $14M (+0.80% of its 13F portfolio) as of Q1 2026, down from 23.7K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
19.1K
% of Portfolio
+0.80%
Quarters Held
26
currently held

Position History CAT

Reported value by quarter
Q4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $3MQ3 ’20: $7MQ4 ’20: $6MQ4 ’20Q1 ’21: $7MQ2 ’21: $7MQ3 ’21: $10MQ4 ’21: $11MQ4 ’21Q1 ’22: $14MQ2 ’22: $9MQ3 ’22: $8MQ4 ’22: $11MQ4 ’22Q1 ’23: $10MQ2 ’23: $10MQ3 ’23: $9MQ4 ’23: $9MQ4 ’23Q1 ’24: $9MQ2 ’24: $9MQ3 ’24: $10MQ4 ’24: $9MQ4 ’24Q1 ’25: $7MQ2 ’25: $8MQ3 ’25: $11MQ4 ’25: $14MQ4 ’25Q1 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202619.1K$14M+0.80%
Q4 202523.7K$14M+0.78%
Q3 202522.6K$11M+0.89%
Q2 202521.2K$8M+0.77%
Q1 202522.7K$7M+0.76%
Q4 202426.1K$9M+0.97%
Q3 202426.3K$10M+1.01%
Q2 202425.8K$9M+0.89%
Q1 202425.4K$9M+1.02%
Q4 202329.1K$9M+1.02%
Q3 202332.2K$9M+1.11%
Q2 202340.7K$10M+1.07%
Q1 202341.8K$10M+1.11%
Q4 202244.4K$11M+1.29%
Q3 202246.3K$8M+0.98%
Q2 202249.7K$9M+1.03%
Q1 202260.7K$14M+1.23%
Q4 202153.2K$11M+0.95%
Q3 202153.5K$10M+1.05%
Q2 202133.3K$7M+0.91%
Q1 202129.9K$7M+0.99%
Q4 202033.8K$6M+0.91%
Q3 202044.3K$7M+1.08%
Q2 202021.6K$3M+0.61%
Q1 202014.8K$2M+0.49%
Q4 201913.4K$2M+0.44%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Texas Capital Bank Wealth Management Services Inc’s full portfolio or all institutional holders of CAT.