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Position history for MORGAN STANLEYMORGAN STANLEY's holdings in CATERPILLAR INC

MORGAN STANLEY holds 7.5M shares of CAT (CATERPILLAR INC), worth $8B as of 2026-Q2. The position was increased (+0.1% shares). CAT represents 0.4% of MORGAN STANLEY's portfolio.

Current Value

$8B

Current Shares

7.5M

Total Value Change

+$5B

Total Shares Change

-101,096

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
7.5M
+0.1%
$8B0.4%$1,062.93
38
2026-Q1
Increased
7.5M
+6.0%
$5.3B0.3%$705.80
41
2025-Q4
Decreased
7.1M
-2.2%
$4.1B0.2%$569.39
0
2025-Q3
Decreased
7.2M
-0.7%
$3.5B0.2%$472.89
0
2025-Q2
Increased
7.3M
+1.7%
$2.8B0.2%$383.34
39
2025-Q1
Decreased
7.2M
-4.6%
$2.4B0.2%$324.10
0
2024-Q4
Decreased
7.5M
-1.2%
$2.7B0.2%$355.19
0
2024-Q3
Increased
7.6M
+4.5%
$3B0.2%$381.59
40

Other major holders of CAT: BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc., STATE STREET CORP, VANGUARD CAPITAL MANAGEMENT LLC, VANGUARD GROUP INC

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