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Hayek Kallen Investment Management’s Caterpillar CAT Stock Holding History

Hayek Kallen Investment Management’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
Q1 		$8.42M Buy
+11,891
New +$8.24M 2.74% 10
2025
Q4 		– Sell
-12,825
Closed -$6.12M – 111
2025
Q3 		$6.12M Sell
12,825
-115
-0.9% -$49.1K 1.93% 14
2025
Q2 		$5.02M Buy
12,940
+351
+3% +$117K 1.71% 17
2025
Q1 		$4.15M Sell
12,589
-5
-0% -$1.78K 1.53% 21
2024
Q4 		$4.57M Sell
12,594
-25
-0.2% -$9.7K 1.66% 19
2024
Q3 		$4.93M Sell
12,619
-78
-0.6% -$26.9K 1.75% 18
2024
Q2 		$4.23M Sell
12,697
-164
-1% -$56.9K 1.58% 21
2024
Q1 		$4.71M Hold
12,861
– – 1.81% 17
2023
Q4 		$3.8M Sell
12,861
-126
-1% -$32.7K 1.59% 22
2023
Q3 		$3.55M Sell
12,987
-69
-0.5% -$18.7K 1.59% 23
2023
Q2 		$3.21M Sell
13,056
-149
-1% -$33.2K 1.37% 27
2023
Q1 		$3.02M Sell
13,205
-844
-6% -$204K 1.37% 28
2022
Q4 		$3.37M Sell
14,049
-3,069
-18% -$668K 1.55% 24
2022
Q3 		$2.81M Sell
17,118
-73
-0.4% -$13.3K 1.32% 28
2022
Q2 		$3.07M Sell
17,191
-1,210
-7% -$255K 1.34% 27
2022
Q1 		$4.1M Sell
18,401
-434
-2% -$91K 1.52% 24
2021
Q4 		$3.89M Buy
18,835
+2,500
+15% +$503K 1.39% 28
2021
Q3 		$3.14M Sell
16,335
-50
-0.3% -$10.4K 1.43% 27
2021
Q2 		$3.57M Sell
16,385
-220
-1% -$50.8K 1.5% 27
2021
Q1 		$3.85M Sell
16,605
-50
-0.3% -$10.4K 1.73% 21
2020
Q4 		$3.03M Sell
16,655
-15
-0.1% -$2.54K 1.47% 24
2020
Q3 		$2.49M Sell
16,670
-52
-0.3% -$7.3K 1.39% 28
2020
Q2 		$2.12M Buy
16,722
+1,847
+12% +$219K 1.2% 33
2020
Q1 		$1.73M Buy
14,875
+1,345
+10% +$172K 1.16% 35
2019
Q4 		$2M Buy
13,530
+4,600
+52% +$642K 1.15% 34
2019
Q3 		$1.13M Buy
8,930
+955
+12% +$121K 0.7% 41
2019
Q2 		$1.09M Buy
7,975
+3,435
+76% +$454K 0.69% 43
2019
Q1 		$615K Buy
+4,540
New +$603K 0.4% 48

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hayek Kallen Investment Management's CAT Position: Q1 2026 in Review

Hayek Kallen Investment Management opened a new position in Caterpillar (CAT) in Q1 2026: 11,891 shares worth $8.42M. The stake represents 2.74% of the portfolio and ranks #10 among its holdings. This is a return to the name: Hayek Kallen Investment Management previously reported a position in CAT as recently as Q3 2025.

Hayek Kallen Investment Management first reported a position in CAT in Q1 2019 and has held it in 28 quarters since. 3,740 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Hayek Kallen Investment Management held 11,891 shares of Caterpillar worth $8.42M as of Q1 2026.
  • Caterpillar was a new Hayek Kallen Investment Management position in Q1 2026.
  • Caterpillar made up 2.74% of Hayek Kallen Investment Management's portfolio in Q1 2026, its #10 holding.
  • Hayek Kallen Investment Management first reported a position in Caterpillar in Q1 2019 and has held it in 28 quarters since.
  • 3,740 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Hayek Kallen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.