MARKEL GROUP INC. — CATERPILLAR INC CAT: Quarterly 13F Position History
MARKEL GROUP INC. has reported CATERPILLAR INC (CAT) on 41 13F-HR filings in Pactolio's tracked window, first appearing in Q1 2016. As of Q1 2026, the position is sized at 328,650 shares ($232.8M market value, 1.95% of the equity book).
- 328,650Shares Held (Latest Filing)
- $232.8MReported Market Value (Latest Filing)
- 1.95%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- +$44.6MQuarter-over-Quarter Value Change
- 328,650Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 41 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 328,650 | 0 | — | $232.8M | 1.95% | $708.46 |
| Q4 2025 | 328,650 | 0 | — | $188.3M | 1.50% | $572.87 |
| Q3 2025 | 328,650 | 0 | — | $156.8M | 1.27% | $477.15 |
| Q2 2025 | 328,650 | +600 | +0.2% | $127.6M | 1.08% | $388.21 |
| Q1 2025 | 328,050 | +3,250 | +1.0% | $108.2M | 0.96% | $329.80 |
| Q4 2024 | 324,800 | +6,050 | +1.9% | $117.8M | 1.04% | $362.76 |
| Q3 2024 | 318,750 | +7,250 | +2.3% | $124.7M | 1.12% | $391.12 |
| Q2 2024 | 311,500 | +3,900 | +1.3% | $103.8M | 1.02% | $333.10 |
| Q1 2024 | 307,600 | +4,500 | +1.5% | $112.7M | 1.11% | $366.43 |
| Q4 2023 | 303,100 | +4,000 | +1.3% | $89.6M | 0.97% | $295.67 |
| Q3 2023 | 299,100 | +6,100 | +2.1% | $81.7M | 0.99% | $273.00 |
| Q2 2023 | 293,000 | +5,500 | +1.9% | $72.1M | 0.86% | $246.05 |
| Q1 2023 | 287,500 | 0 | — | $65.8M | 0.84% | $228.84 |
| Q4 2022 | 287,500 | 0 | — | $68.9M | 0.92% | $239.56 |
| Q3 2022 | 287,500 | 0 | — | $47.2M | 0.70% | $164.08 |
| Q2 2022 | 287,500 | 0 | — | $51.4M | 0.73% | $178.76 |
| Q1 2022 | 287,500 | 0 | — | $64.1M | 0.76% | $222.82 |
| Q4 2021 | 287,500 | 0 | — | $59.4M | 0.68% | $206.74 |
| Q3 2021 | 287,500 | 0 | — | $55.2M | 0.70% | $191.97 |
| Q2 2021 | 287,500 | 0 | — | $62.6M | 0.79% | $217.63 |
| Q1 2021 | 287,500 | 0 | — | $66.7M | 0.92% | $231.87 |
| Q4 2020 | 287,500 | 0 | — | $52.3M | 0.78% | $182.02 |
| Q3 2020 | 287,500 | 0 | — | $42.9M | 0.73% | $149.15 |
| Q2 2020 | 287,500 | 0 | — | $36.4M | 0.68% | $126.50 |
| Q1 2020 | 287,500 | +3,500 | +1.2% | $33.4M | 0.63% | $116.04 |
| Q4 2019 | 284,000 | +6,000 | +2.2% | $41.9M | 0.58% | $147.68 |
| Q3 2019 | 278,000 | 0 | — | $35.1M | 0.53% | $126.31 |
| Q2 2019 | 278,000 | 0 | — | $37.9M | 0.58% | $136.29 |
| Q1 2019 | 278,000 | 0 | — | $37.7M | 0.63% | $135.49 |
| Q4 2018 | 278,000 | 0 | — | $35.3M | 0.68% | $127.07 |
| Q3 2018 | 278,000 | 0 | — | $42.4M | 0.71% | $152.49 |
| Q2 2018 | 278,000 | 0 | — | $37.7M | 0.69% | $135.67 |
| Q1 2018 | 278,000 | 0 | — | $41.0M | 0.78% | $147.38 |
| Q4 2017 | 278,000 | 0 | — | $43.8M | 0.83% | $157.58 |
| Q3 2017 | 278,000 | 0 | — | $34.7M | 0.69% | $124.71 |
| Q2 2017 | 278,000 | 0 | — | $29.9M | 0.64% | $107.46 |
| Q1 2017 | 278,000 | 0 | — | $25.8M | 0.58% | $92.76 |
| Q4 2016 | 278,000 | 0 | — | $25.8M | 0.62% | $92.74 |
| Q3 2016 | 278,000 | 0 | — | $24.7M | 0.64% | $88.77 |
| Q2 2016 | 278,000 | 0 | — | $21.1M | 0.56% | $75.81 |
| Q1 2016 | 278,000 | — | — | $21.3M | 0.57% | $76.54 |
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 41 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 Q4 2025 and Q1 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.