Question 1

How many shares of CAT does MORGAN STANLEY own?

Accepted Answer

As of 2026-Q1, MORGAN STANLEY holds 7.5M shares of CAT (CATERPILLAR INC).

Question 2

What is MORGAN STANLEY's CAT position worth?

Accepted Answer

As of 2026-Q1, MORGAN STANLEY's CAT position is worth $5.3B.

Question 3

Is MORGAN STANLEY buying or selling CAT?

Accepted Answer

In 2026-Q1, MORGAN STANLEY increased their CAT position (+6.0% change in shares).

Question 4

When did MORGAN STANLEY first buy CAT?

Accepted Answer

Based on available 13F filings, MORGAN STANLEY first reported a position in CAT in 2024-Q2. They have held the position across 8 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	7.5M	+6.0%	$5.3B	0.3%	$722.18	41
2025-Q4	Decreased	7.1M	-2.2%	$4.1B	0.2%	$576.04	0
2025-Q3	Decreased	7.2M	-0.7%	$3.5B	0.2%	$469.16	0
2025-Q2	Increased	7.3M	+1.7%	$2.8B	0.2%	$381.32	39
2025-Q1	Decreased	7.2M	-4.6%	$2.4B	0.2%	$325.22	0
2024-Q4	Decreased	7.5M	-1.2%	$2.7B	0.2%	$356.77	0
2024-Q3	Increased	7.6M	+4.5%	$3B	0.2%	$382.99	40
2024-Q2	New	7.3M	-	$2.4B	0.2%	$324.88	53

CAT8 quarters

CAT
8 quarters