Financial Services:  Questions about billing and accounts

• North of Waco - Carol Puryear - (972) 721-2820
• South of Waco - Diana Torres - (210) 304-8659

Financial Marketing:  Questions about financing

• Dallas/Fort Worth, Waco and East Texas - Kathryn Rogers - (972) 721-2020
• Austin, San Antonio, Victoria, Laredo, Corpus Christi and South Texas - Tracy Carroll – (210) 304-8681

HOLT CAT Credit and Finance Options
HOLT CAT® is able to offer a wide variety of financing solutions. We do our best to help you manage the financing of your operation—whether for one machine or a whole fleet—in a way that makes the best financial sense for you.  Read More

Equipment Finance Options
HOLT CAT offers a variety of flexible financing options suited to specific customer needs and objectives. With years of experience, the Financial Marketing staff is prepared to match your needs with a diverse product mix.  Read More

Cat Financial Commercial Account (formerly the Cat AccessAccount)
The Cat Financial Commercial Account is a revolving charge account that enables customers to pay for parts, service and rentals at any Cat Dealer in the United States using one universal account. Customers ranging from national rental customers to individual owner-operators will enjoy the convenience of one statement and one account, no matter which Cat Dealer they do business with. Read More

Insurance - Physical Damage Coverage to Total Maintenance and Repair 
We understand how important your equipment is to your business, HOLT offers a variety of insurance programs to fit your needs, from physical damage protection to total maintenance and repair. Read More

Tax Info, Links and Forms
The following tax related links have been provided by HOLT’s Internal Audit department and are for reference purposes only. HOLT does not provide tax advice of any kind. The opinions expressed and implied in these tax related addenda are those of HOLT and are not intended to be the basis for any external decision or policy formation. Entities and individuals should consult their respective taxing authority or professional for tax advice.

Sales and Use Tax Guide
Tax Exemption Certificate
Heavy Equipment Tax
Diesel Equipment Surcharge
Current Tax Rates by Location (March '07)

Helpful Links and Forms

HOLT CAT Forms
Credit Application
Tax Exemption Form
Payoff by Fax Form
Change of Address by Fax Form

Caterpillar Financial Forms
Credit Application
CFSC Payment by Fax Form
CFSC Direct Pay Authorization Form
CFSC Payoff by Fax Form
CFSC Quote by Fax Form
Cat Financial Commercial Credit Application

Caterpillar Insurance Forms
Cat Insurance Physical Damage Brochure
Cat Insurance Physical Damage Application Form

Fleet Physical Damage Brochure Front (.jpg file)
Fleet Physical Damage Brochure Back (.jpg file)
Cat Insurance Fleet Physical Damage Application Form
Cat Insurance Cancellation Form

Links
Account Express Website
Caterpillar Financial Website
Caterpillar Insurance Website
CatUsed.com