Thomas Gayner - Markel Group Inc.
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    129
Portfolio value:    $11,938,885,174
Holdings Activity Buys Sells    History
Holding/activity history for  Caterpillar Inc. (CAT)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 328,650 1.95 $708.46 $232,835,379 SEC
2025   Q4 328,650 1.50 $572.87 $188,273,727 SEC
2025   Q3 328,650 1.27 $477.15 $156,815,349 SEC
2025   Q2 328,650 1.08 Add 0.18% <0.01 $388.21 $127,585,217 SEC
2025   Q1 328,050 0.96 Add 1.00% <0.01 $329.80 $108,190,890 SEC
2024   Q4 324,800 1.04 Add 1.90% 0.02 $362.76 $117,824,448 SEC
2024   Q3 318,750 1.12 Add 2.33% 0.03 $391.12 $124,669,500 SEC
2024   Q2 311,500 1.02 Add 1.27% 0.01 $333.10 $103,760,650 SEC
2024   Q1 307,600 1.11 Add 1.48% 0.02 $366.43 $112,713,867 SEC
2023   Q4 303,100 0.97 Add 1.34% 0.01 $295.67 $89,617,577 SEC
2023   Q3 299,100 0.99 Add 2.08% 0.02 $273.00 $81,654,300 SEC
2023   Q2 293,000 0.86 Add 1.91% 0.02 $246.05 $72,092,650 SEC
2023   Q1 287,500 0.84 $228.84 $65,791,501 SEC
2022   Q4 287,500 0.93 $239.56 $68,873,500 SEC
2022   Q3 287,500 0.70 $164.08 $47,173,000 SEC
2022   Q2 287,500 0.74 $178.76 $51,393,000 SEC
2022   Q1 287,500 0.77 $222.82 $64,060,000 SEC
2021   Q4 287,500 0.69 $206.74 $59,438,000 SEC
2021   Q3 287,500 0.70 $191.97 $55,192,000 SEC
2021   Q2 287,500 0.80 $217.63 $62,568,000 SEC
2021   Q1 287,500 0.93 $231.87 $66,663,000 SEC
2020   Q4 287,500 0.78 $182.02 $52,331,000 SEC
2020   Q3 287,500 0.73 $149.15 $42,880,000 SEC
2020   Q2 287,500 0.68 $126.50 $36,369,000 SEC
2020   Q1 287,500 0.63 Add 1.23% <0.01 $116.04 $33,361,000 SEC
2019   Q4 284,000 0.59 Add 2.16% 0.01 $147.68 $41,941,000 SEC
2019   Q3 278,000 0.54 $126.31 $35,114,000 SEC
2019   Q2 278,000 0.59 $136.29 $37,889,000 SEC
2019   Q1 278,000 0.64 $135.49 $37,666,000 SEC
2018   Q4 278,000 0.68 $127.07 $35,326,000 SEC
2018   Q3 278,000 0.72 $152.49 $42,392,000 SEC
2018   Q2 278,000 0.70 $135.67 $37,716,000 SEC
2018   Q1 278,000 0.79 $147.38 $40,972,000 SEC
2017   Q4 278,000 0.84 $157.58 $43,807,000 SEC
2017   Q3 278,000 0.70 $124.71 $34,669,000 SEC
2017   Q2 278,000 0.65 $107.46 $29,874,000 SEC
2017   Q1 278,000 0.59 $92.76 $25,787,000 SEC
2016   Q4 278,000 0.63 $92.74 $25,782,000 SEC
2016   Q3 278,000 0.64 $88.77 $24,678,000 SEC
2016   Q2 278,000 0.56 $75.81 $21,075,000 SEC
2016   Q1 278,000 0.58 $76.54 $21,278,000 SEC
2015   Q4 278,000 0.52 $67.96 $18,893,000 SEC
2015   Q3 278,000 0.49 Add 15.35% 0.07 $65.36 $18,170,000 SEC
2015   Q2 241,000 0.52 $84.82 $20,442,000 SEC
2015   Q1 241,000 0.50 $80.03 $19,287,000 SEC
2014   Q4 241,000 0.56 $91.53 $22,059,000 SEC
2014   Q3 241,000 0.70 $99.03 $23,866,000 SEC
2014   Q2 241,000 0.78 $108.67 $26,189,000 SEC
2014   Q1 241,000 0.76 Reduce 0.41% <0.01 $99.37 $23,948,000 SEC
2013   Q4 242,000 0.72 Reduce 0.08% <0.01 $90.81 $21,976,000 SEC
2013   Q3 242,200 0.72 Reduce 1.22% <0.01 $83.40 $20,199,000 SEC
2013   Q2 245,200 0.76 $82.49 $20,227,000 SEC
2013   Q1 245,200 0.83 Reduce 0.33% <0.01 $86.97 $21,325,000 SEC
2012   Q4 246,000 0.97 Reduce 0.08% <0.01 $89.61 $22,044,000 SEC
2012   Q3 246,200 0.99 Reduce 0.18% <0.01 $86.04 $21,183,000 SEC
2012   Q2 246,634 1.05 Add 1.23% 0.01 $84.91 $20,942,000 SEC
2012   Q1 243,634 1.29 Reduce 1.26% 0.02 $106.52 $25,952,000 SEC
2011   Q4 246,734 1.29 Reduce 0.20% <0.01 $90.60 $22,354,000 SEC
2011   Q3 247,234 1.18 $73.84 $18,256,000 SEC
2011   Q2 247,234 1.49 Reduce 0.03% <0.01 $106.46 $26,321,000 SEC
2011   Q1 247,300 1.61 $111.35 $27,537,000 SEC
2010   Q4 247,300 1.37 Add 0.82% 0.01 $93.66 $23,162,000 SEC
2010   Q3 245,300 1.26 Add 3.76% 0.05 $78.68 $19,300,000 SEC
2010   Q2 236,400 1.03 Add 0.04% <0.01 $60.07 $14,201,000 SEC
2010   Q1 236,300 1.00 $62.85 $14,851,000 SEC
2009   Q4 236,300 0.98 $56.99 $13,467,000 SEC
2009   Q3 236,300 0.95 $51.33 $12,129,000 SEC
2009   Q2 236,300 0.77 Add 0.25% <0.01 $33.04 $7,807,000 SEC
2009   Q1 235,700 0.71 Add 14.70% 0.09 $27.96 $6,590,000 SEC
2008   Q4 205,500 0.85 Add 1.48% 0.01 $44.67 $9,180,000 SEC
2008   Q3 202,500 0.81 Add 2.64% 0.02 $59.60 $12,069,000 SEC
2008   Q2 197,300 1.00 $73.82 $14,565,000 SEC
2008   Q1 197,300 0.89 $78.29 $15,446,000 SEC
2007   Q4 197,300 0.77 $72.56 $14,316,000 SEC