Markel Group’s Caterpillar CAT Stock Holding History

Markel Group’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$128M	Buy	328,650 +600	+0.2%	+$233K	1.08%	29
2025 Q1	$108M	Buy	328,050 +3,250	+1%	+$1.07M	0.96%	30
2024 Q4	$118M	Buy	324,800 +6,050	+2%	+$2.19M	1.04%	30
2024 Q3	$125M	Buy	318,750 +7,250	+2%	+$2.84M	1.12%	28
2024 Q2	$104M	Buy	311,500 +3,900	+1%	+$1.3M	1.02%	30
2024 Q1	$113M	Buy	307,600 +4,500	+1%	+$1.65M	1.11%	28
2023 Q4	$89.6M	Buy	303,100 +4,000	+1%	+$1.18M	0.97%	33
2023 Q3	$81.7M	Buy	299,100 +6,100	+2%	+$1.67M	0.99%	30
2023 Q2	$72.1M	Buy	293,000 +5,500	+2%	+$1.35M	0.86%	35
2023 Q1	$65.8M	Hold	287,500	–	–	0.84%	33
2022 Q4	$68.9M	Hold	287,500	–	–	0.92%	31
2022 Q3	$47.2M	Hold	287,500	–	–	0.7%	37
2022 Q2	$51.4M	Hold	287,500	–	–	0.73%	36
2022 Q1	$64.1M	Hold	287,500	–	–	0.76%	35
2021 Q4	$59.4M	Hold	287,500	–	–	0.68%	44
2021 Q3	$55.2M	Hold	287,500	–	–	0.7%	41
2021 Q2	$62.6M	Hold	287,500	–	–	0.79%	36
2021 Q1	$66.7M	Hold	287,500	–	–	0.92%	31
2020 Q4	$52.3M	Hold	287,500	–	–	0.78%	38
2020 Q3	$42.9M	Hold	287,500	–	–	0.73%	42
2020 Q2	$36.4M	Hold	287,500	–	–	0.68%	43
2020 Q1	$33.4M	Buy	287,500 +3,500	+1%	+$406K	0.63%	44
2019 Q4	$41.9M	Buy	284,000 +6,000	+2%	+$886K	0.58%	46
2019 Q3	$35.1M	Hold	278,000	–	–	0.53%	53
2019 Q2	$37.9M	Hold	278,000	–	–	0.58%	44
2019 Q1	$37.7M	Hold	278,000	–	–	0.63%	41
2018 Q4	$35.3M	Hold	278,000	–	–	0.68%	38
2018 Q3	$42.4M	Hold	278,000	–	–	0.71%	33
2018 Q2	$37.7M	Hold	278,000	–	–	0.69%	37
2018 Q1	$41M	Hold	278,000	–	–	0.78%	35
2017 Q4	$43.8M	Hold	278,000	–	–	0.83%	34
2017 Q3	$34.7M	Hold	278,000	–	–	0.69%	42
2017 Q2	$29.9M	Hold	278,000	–	–	0.64%	43
2017 Q1	$25.8M	Hold	278,000	–	–	0.58%	47
2016 Q4	$25.8M	Hold	278,000	–	–	0.62%	45
2016 Q3	$24.7M	Hold	278,000	–	–	0.64%	43
2016 Q2	$21.1M	Hold	278,000	–	–	0.56%	44
2016 Q1	$21.3M	Hold	278,000	–	–	0.57%	44
2015 Q4	$18.9M	Hold	278,000	–	–	0.51%	49
2015 Q3	$18.2M	Buy	278,000 +37,000	+15%	+$2.42M	0.48%	51
2015 Q2	$20.4M	Hold	241,000	–	–	0.51%	48
2015 Q1	$19.3M	Hold	241,000	–	–	0.49%	50
2014 Q4	$22.1M	Hold	241,000	–	–	0.56%	46
2014 Q3	$23.9M	Hold	241,000	–	–	0.67%	42
2014 Q2	$26.2M	Hold	241,000	–	–	0.75%	39
2014 Q1	$23.9M	Sell	241,000 -1,000	-0.4%	-$99.4K	0.74%	39
2013 Q4	$22M	Sell	242,000 -200	-0.1%	-$18.2K	0.69%	36
2013 Q3	$20.2M	Sell	242,200 -3,000	-1%	-$250K	0.69%	37
2013 Q2	$20.2M	Buy	+245,200	New	+$20.2M	0.72%	36