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Equibles

MORGAN STANLEY

Position in CAT — Caterpillar Inc

CIK 895421 NEW YORK, NY
Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$7,991,463,240
+$2,678,252,706 QoQ
Shares Held
7,504,426
+0.1% QoQ
Ownership
1.63%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#8
of 4,051 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 55% Shared 0% None 45%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

MORGAN STANLEY holds $12,301,204,005 across 25 Farm & Heavy Construction Machinery names. CAT ranks #1 (65.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CAT
Caterpillar Inc
This page 		7,504,426 $7,991,463,240
2 DE
Deere & Co
 4,369,891 $2,771,952,949
3 PCAR
Paccar Inc
 7,152,023 $859,100,993
4 OSK
Oshkosh Corp
 835,651 $128,255,711
5 CNH
CNH Industrial N.V.
 11,156,008 $125,281,962
6 FSS
Federal Signal Corp /De/
 786,720 $101,085,649
7 AGCO
Agco Corp /De
 827,574 $99,060,604
8 TEX
Terex Corp
 1,306,958 $94,610,682

All Filings in CAT

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,991,463,240 7,504,426
2026-03-31 $5,313,210,534 7,499,662
2025-12-31 $4,053,123,411 7,075,119
2025-09-30 $3,453,274,347 7,237,293
2025-06-30 $2,829,330,762 7,288,145
2025-03-31 $2,364,261,329 7,168,773
2024-12-31 $2,727,035,232 7,517,464
2024-09-30 $2,974,671,758 7,605,522
2024-06-30 $2,424,782,455 7,279,443
2024-03-31 $2,638,180,199 7,199,684
2023-12-31 $2,128,709,861 7,199,614
2023-09-30 $1,864,821,777 6,830,849
2023-06-30 $1,669,102,559 6,783,591
2023-03-31 $1,506,425,335 6,582,876
2022-12-31 $1,583,051,998 6,608,165
2022-09-30 $925,237,760 5,638,943
2022-06-30 $1,099,433,522 6,150,333
2022-03-31 $999,785,091 4,486,963
2021-12-31 $993,593,262 4,806,004
2021-09-30 $922,993,482 4,808,009
2021-06-30 $1,103,481,809 5,070,449
2021-03-31 $1,008,404,942 4,349,010
2020-12-31 $885,977,430 4,867,473
2020-09-30 $648,552,223 4,348,322
2020-06-30 $551,862,572 4,362,550
2020-03-31 $474,781,368 4,091,532