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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$233M	Hold	328,650	–	–	1.95%	12
2025 Q4	$188M	Hold	328,650	–	–	1.5%	18
2025 Q3	$157M	Hold	328,650	–	–	1.27%	23
2025 Q2	$128M	Buy	328,650 +600	+0.2%	+$200K	1.08%	29
2025 Q1	$108M	Buy	328,050 +3,250	+1%	+$1.16M	0.96%	30
2024 Q4	$118M	Buy	324,800 +6,050	+2%	+$2.35M	1.04%	30
2024 Q3	$125M	Buy	318,750 +7,250	+2%	+$2.5M	1.12%	28
2024 Q2	$104M	Buy	311,500 +3,900	+1%	+$1.35M	1.02%	30
2024 Q1	$113M	Buy	307,600 +4,500	+1%	+$1.44M	1.11%	28
2023 Q4	$89.6M	Buy	303,100 +4,000	+1%	+$1.04M	0.97%	33
2023 Q3	$81.7M	Buy	299,100 +6,100	+2%	+$1.65M	0.99%	30
2023 Q2	$72.1M	Buy	293,000 +5,500	+2%	+$1.23M	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%	+$447K	0.63%	44
2019 Q4	$41.9M	Buy	284,000 +6,000	+2%	+$837K	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%	+$2.83M	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%	-$94.3K	0.74%	39
2013 Q4	$22M	Sell	242,000 -200	-0.1%	-$17.1K	0.69%	36
2013 Q3	$20.2M	Sell	242,200 -3,000	-1%	-$254K	0.69%	37
2013 Q2	$20.2M	Buy	+245,200	New	+$20.9M	0.72%	36

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Markel Group's CAT Position: Q1 2026 in Review

Markel Group held its Caterpillar (CAT) position steady in Q1 2026 at 328,650 shares worth $233M. The position accounts for 1.95% of the portfolio, ranked #12.

Markel Group first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Markel Group held 328,650 shares of Caterpillar worth $233M as of Q1 2026.
Markel Group left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 1.95% of Markel Group's portfolio in Q1 2026, its #12 holding.
Markel Group first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Markel Group's 13F filing for Q1 2026, filed 1 May 2026.