Texas Capital Bank Wealth Management Services Inc
BankPosition in CAT — Caterpillar Inc
CIK 1802655
Dallas, TX
Position in CAT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$16,812,640
+$3,312,227 QoQ
Shares Held
15,788
-17.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.79%
of 13F equity value
Holder Rank
#635
of 4,045 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 2%
None 1%
Common Shares in CAT Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Texas Capital Bank Wealth Management Services Inc holds $37,361,759 across 2 Farm & Heavy Construction Machinery names. CAT ranks #2 (45.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DE |
Deere & Co
|
32,395 | $20,549,119 | |
| 2 | CAT |
Caterpillar Inc
This page
|
15,788 | $16,812,640 |
All Filings in CAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,812,640 | 15,788 | Shares | Other | 2026-08-07 | |
| 2026-03-31 | $13,500,413 | 19,056 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $13,598,787 | 23,738 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $10,768,321 | 22,568 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $8,226,945 | 21,192 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,479,864 | 22,680 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $9,483,634 | 26,143 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $10,276,286 | 26,274 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,605,304 | 25,834 | Shares | Other | 2024-08-15 | |
| 2024-03-31 | $9,298,527 | 25,376 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,604,292 | 29,101 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $8,795,241 | 32,217 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,010,052 | 40,683 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $9,562,079 | 41,785 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $10,625,683 | 44,355 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $7,596,247 | 46,296 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $8,877,400 | 49,661 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $13,533,195 | 60,736 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $10,998,154 | 53,198 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $10,270,778 | 53,502 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $7,256,001 | 33,341 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $6,933,376 | 29,902 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $6,160,648 | 33,846 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,608,389 | 44,307 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,732,020 | 21,597 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $1,722,265 | 14,842 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||