MARKEL GROUP INC.: CATERPILLAR INC (CAT): Quarterly 13F Position History
As of Q2 2026, MARKEL GROUP INC. reported 328,650 shares of CATERPILLAR INC (CAT), worth $350.0M and representing 2.7% of its 13F equity book. The position first appeared in Q1 2016 and has been disclosed across 42 13F-HR filings in Pactolio's tracked window.
- 328,650Shares Held (Latest Filing)
- $350.0MReported Market Value (Latest Filing)
- 2.7%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- +$117.1MQuarter-over-Quarter Value Change
- 328,650Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 42 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 328,650 | 0 | — | $350.0M | 2.7% | $1064.9 |
| Q1 2026 | 328,650 | 0 | — | $232.8M | 2.0% | $708.5 |
| Q4 2025 | 328,650 | 0 | — | $188.3M | 1.5% | $572.9 |
| Q3 2025 | 328,650 | 0 | — | $156.8M | 1.3% | $477.1 |
| Q2 2025 | 328,650 | +600 | +0.2% | $127.6M | 1.1% | $388.2 |
| Q1 2025 | 328,050 | +3,250 | +1.0% | $108.2M | 1.0% | $329.8 |
| Q4 2024 | 324,800 | +6,050 | +1.9% | $117.8M | 1.0% | $362.8 |
| Q3 2024 | 318,750 | +7,250 | +2.3% | $124.7M | 1.1% | $391.1 |
| Q2 2024 | 311,500 | +3,900 | +1.3% | $103.8M | 1.0% | $333.1 |
| Q1 2024 | 307,600 | +4,500 | +1.5% | $112.7M | 1.1% | $366.4 |
| Q4 2023 | 303,100 | +4,000 | +1.3% | $89.6M | 1.0% | $295.7 |
| Q3 2023 | 299,100 | +6,100 | +2.1% | $81.7M | 1.0% | $273.0 |
| Q2 2023 | 293,000 | +5,500 | +1.9% | $72.1M | 0.9% | $246.1 |
| Q1 2023 | 287,500 | 0 | — | $65.8M | 0.8% | $228.8 |
| Q4 2022 | 287,500 | 0 | — | $68.9M | 0.9% | $239.6 |
| Q3 2022 | 287,500 | 0 | — | $47.2M | 0.7% | $164.1 |
| Q2 2022 | 287,500 | 0 | — | $51.4M | 0.7% | $178.8 |
| Q1 2022 | 287,500 | 0 | — | $64.1M | 0.8% | $222.8 |
| Q4 2021 | 287,500 | 0 | — | $59.4M | 0.7% | $206.7 |
| Q3 2021 | 287,500 | 0 | — | $55.2M | 0.7% | $192.0 |
| Q2 2021 | 287,500 | 0 | — | $62.6M | 0.8% | $217.6 |
| Q1 2021 | 287,500 | 0 | — | $66.7M | 0.9% | $231.9 |
| Q4 2020 | 287,500 | 0 | — | $52.3M | 0.8% | $182.0 |
| Q3 2020 | 287,500 | 0 | — | $42.9M | 0.7% | $149.1 |
| Q2 2020 | 287,500 | 0 | — | $36.4M | 0.7% | $126.5 |
| Q1 2020 | 287,500 | +3,500 | +1.2% | $33.4M | 0.6% | $116.0 |
| Q4 2019 | 284,000 | +6,000 | +2.2% | $41.9M | 0.6% | $147.7 |
| Q3 2019 | 278,000 | 0 | — | $35.1M | 0.5% | $126.3 |
| Q2 2019 | 278,000 | 0 | — | $37.9M | 0.6% | $136.3 |
| Q1 2019 | 278,000 | 0 | — | $37.7M | 0.6% | $135.5 |
| Q4 2018 | 278,000 | 0 | — | $35.3M | 0.7% | $127.1 |
| Q3 2018 | 278,000 | 0 | — | $42.4M | 0.7% | $152.5 |
| Q2 2018 | 278,000 | 0 | — | $37.7M | 0.7% | $135.7 |
| Q1 2018 | 278,000 | 0 | — | $41.0M | 0.8% | $147.4 |
| Q4 2017 | 278,000 | 0 | — | $43.8M | 0.8% | $157.6 |
| Q3 2017 | 278,000 | 0 | — | $34.7M | 0.7% | $124.7 |
| Q2 2017 | 278,000 | 0 | — | $29.9M | 0.6% | $107.5 |
| Q1 2017 | 278,000 | 0 | — | $25.8M | 0.6% | $92.8 |
| Q4 2016 | 278,000 | 0 | — | $25.8M | 0.6% | $92.7 |
| Q3 2016 | 278,000 | 0 | — | $24.7M | 0.6% | $88.8 |
| Q2 2016 | 278,000 | 0 | — | $21.1M | 0.6% | $75.8 |
| Q1 2016 | 278,000 | — | — | $21.3M | 0.6% | $76.5 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did MARKEL GROUP INC. first disclose a CAT position in 13F-HR filings?
MARKEL GROUP INC. first reported CATERPILLAR INC (CAT) on its 13F-HR filing for the period ending 2016-03-31 (Q1 2016). The position has appeared on 42 reported quarters within Pactolio's tracked window.
What was MARKEL GROUP INC.'s most recent quarter-over-quarter share-count change in CAT?
MARKEL GROUP INC. held the same 328,650 shares of CAT between Q1 2026 and Q2 2026 — the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent MARKEL GROUP INC.'s cost basis in CAT?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.