MORGAN STANLEY

Position in CAT — Caterpillar Inc

CIK 895421 NEW YORK, NY

Back to CAT Full portfolio

Position in CAT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$5,313,210,534

+$1,260,087,123 QoQ

Shares Held

7,499,662

+6.0% QoQ

Ownership

1.63%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 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 Mar 31, 2026

MORGAN STANLEY holds $9,066,452,982 across 24 Farm & Heavy Construction Machinery names. CAT ranks #1 (58.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	7,499,662	$5,313,210,534
2	DE	Deere & Co	4,249,565	$2,393,779,957
3	PCAR	Paccar Inc	6,803,130	$785,761,510
4	OSK	Oshkosh Corp	868,653	$127,874,403
5	FSS	Federal Signal Corp /De/	774,921	$83,799,950
6	AGCO	Agco Corp /De	713,355	$82,656,436
7	CNH	CNH Industrial N.V.	7,397,890	$81,376,790
8	TEX	Terex Corp	1,211,306	$71,588,179

All Filings in CAT

Export CSV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,313,210,534	7,499,662	+6.0%	Shares	Defined	2026-05-15
2025-12-31	$4,053,123,411	7,075,119	-2.2%	Shares	Defined	2026-05-27
2025-09-30	$3,453,274,347	7,237,293	-0.7%	Shares	Defined	2026-05-27
2025-06-30	$2,829,330,762	7,288,145	+1.7%	Shares	Defined	2025-08-15
2025-03-31	$2,364,261,329	7,168,773	-4.6%	Shares	Defined	2025-05-15
2024-12-31	$2,727,035,232	7,517,464	-1.2%	Shares	Defined	2025-05-15
2024-09-30	$2,974,671,758	7,605,522	+4.5%	Shares	Defined	2025-05-14
2024-06-30	$2,424,782,455	7,279,443	+1.1%	Shares	Defined	2025-05-14
2024-03-31	$2,638,180,199	7,199,684	+0.0%	Shares	Defined	2024-10-17
2023-12-31	$2,128,709,861	7,199,614	+5.4%	Shares	Defined	2024-08-16
2023-09-30	$1,864,821,777	6,830,849	+0.7%	Shares	Defined	2023-11-15
2023-06-30	$1,669,102,559	6,783,591	+3.0%	Shares	Defined	2023-08-14
2023-03-31	$1,506,425,335	6,582,876	-0.4%	Shares	Defined	2023-05-15
2022-12-31	$1,583,051,998	6,608,165	+17.2%	Shares	Defined	2023-02-14
2022-09-30	$925,237,760	5,638,943	-8.3%	Shares	Defined	2022-11-14
2022-06-30	$1,099,433,522	6,150,333	+37.1%	Shares	Defined	2022-10-27
2022-03-31	$999,785,091	4,486,963	-6.6%	Shares	Defined	2022-10-27
2021-12-31	$993,593,262	4,806,004	-0.0%	Shares	Defined	2022-02-14
2021-09-30	$922,993,482	4,808,009	-5.2%	Shares	Defined	2021-11-15
2021-06-30	$1,103,481,809	5,070,449	+16.6%	Shares	Defined	2021-08-23
2021-03-31	$1,008,404,942	4,349,010	-10.7%	Shares	Defined	2021-05-17
2020-12-31	$885,977,430	4,867,473	+11.9%	Shares	Defined	2021-02-16
2020-09-30	$648,552,223	4,348,322	-0.3%	Shares	Defined	2020-11-13
2020-06-30	$551,862,572	4,362,550	+6.6%	Shares	Defined	2020-08-14
2020-03-31	$474,781,368	4,091,532	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.