Hayek Kallen Investment Management / CAT
Hayek Kallen Investment Management’s Caterpillar Inc Position
Does Hayek Kallen Investment Management own Caterpillar Inc (CAT)? Yes — 11.9K shares worth $8M (+2.74% of its 13F portfolio) as of Q1 2026, down from 12.8K shares the prior filed quarter.
Position Value
$8M
Q1 2026
Shares
11.9K
% of Portfolio
+2.74%
Quarters Held
27
currently held
Position History CAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 11.9K | $8M | +2.74% |
| Q3 2025 | 12.8K | $6M | +1.93% |
| Q2 2025 | 12.9K | $5M | +1.71% |
| Q1 2025 | 12.6K | $4M | +1.53% |
| Q4 2024 | 12.6K | $5M | +1.66% |
| Q3 2024 | 12.6K | $5M | +1.75% |
| Q2 2024 | 12.7K | $4M | +1.58% |
| Q1 2024 | 12.9K | $5M | +1.81% |
| Q4 2023 | 12.9K | $4M | +1.59% |
| Q3 2023 | 13.0K | $4M | +1.59% |
| Q2 2023 | 13.1K | $3M | +1.37% |
| Q1 2023 | 13.2K | $3M | +1.37% |
| Q4 2022 | 14.0K | $3M | +1.55% |
| Q3 2022 | 17.1K | $3M | +1.32% |
| Q2 2022 | 17.2K | $3M | +1.34% |
| Q1 2022 | 18.4K | $4M | +1.52% |
| Q4 2021 | 18.8K | $4M | +1.39% |
| Q3 2021 | 16.3K | $3M | +1.43% |
| Q2 2021 | 16.4K | $4M | +1.50% |
| Q1 2021 | 16.6K | $4M | +1.73% |
| Q4 2020 | 16.7K | $3M | +1.47% |
| Q3 2020 | 16.7K | $2M | +1.39% |
| Q1 2020 | 14.9K | $2M | +1.16% |
| Q4 2019 | 13.5K | $2M | +1.15% |
| Q3 2019 | 8.9K | $1M | +0.70% |
| Q2 2019 | 8.0K | $1M | +0.69% |
| Q1 2019 | 4.5K | $615,000 | +0.40% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hayek Kallen Investment Management’s full portfolio or all institutional holders of CAT.