CAT CATERPILLAR INC

Ownership history in MARKEL GROUP INC.  ·  75 quarters on record

This page tracks every 13F SEC filing in which MARKEL GROUP INC. reported a position in CATERPILLAR INC (CAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.31% (2011 Q1)
Avg. % of fund
1.18%
First filed
2001 Q2
Last filed
2025 Q4
Quarters held
75
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 328,650 0% 1.50% $188.3M $571.53
2025 Q3 UNCHANGED 328,650 0% 1.27% $156.8M $474.67
2025 Q2 ADDED 328,650 +600 +0.2% 1.08% $127.6M $384.78
2025 Q1 ADDED 328,050 +3,250 +1.0% 0.96% $108.2M $325.32
2024 Q4 ADDED 324,800 +6,050 +1.9% 1.04% $117.8M $356.53
2024 Q3 ADDED 318,750 +7,250 +2.3% 1.12% $124.7M $383.03
2024 Q2 ADDED 311,500 +3,900 +1.3% 1.02% $103.8M $324.88
2024 Q1 ADDED 307,600 +4,500 +1.5% 1.11% $112.7M $356.09
2023 Q4 ADDED 303,100 +4,000 +1.3% 0.97% $89.6M $286.00
2023 Q3 ADDED 299,100 +6,100 +2.1% 0.99% $81.7M $262.72
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% of Fund (quarterly)    CAT price (monthly, adj. close)
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