Post Resch Tallon Group’s Caterpillar CAT Stock Holding History

Post Resch Tallon Group’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	$309K	Hold	290	–	–	0.21%	86
2026 Q1	$210K	Buy	+290	New	+$201K	0.17%	107

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Post Resch Tallon Group's CAT Position: Q2 2026 in Review

Post Resch Tallon Group held its Caterpillar (CAT) position steady in Q2 2026 at 290 shares worth $309K. The position accounts for 0.21% of the portfolio, ranked #86.

Post Resch Tallon Group first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Post Resch Tallon Group held 290 shares of Caterpillar worth $309K as of Q2 2026.
Post Resch Tallon Group left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.21% of Post Resch Tallon Group's portfolio in Q2 2026, its #86 holding.
Post Resch Tallon Group first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Post Resch Tallon Group's 13F filing for Q2 2026, filed 7 Jul 2026.