Mitsubishi UFJ Morgan Stanley Securities’s Caterpillar CAT Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$75.6K	Sell	71 -196	-73%	-$172K	0.23%	70
2026 Q1	$189K	Sell	267 -516	-66%	-$357K	0.47%	100
2025 Q4	$449K	Buy	+783	New	+$435K	0.71%	33
2023 Q1	–	Sell	-70	Closed	-$17K	–	46
2022 Q4	$17K	Buy	70 +40	+133%	+$8.71K	0.15%	88
2022 Q3	$5K	Hold	30	–	–	0.07%	139
2022 Q2	$5K	Hold	30	–	–	0.01%	143
2022 Q1	$7K	Sell	30 -120	-80%	-$25.2K	0.01%	134
2021 Q4	$31K	Sell	150 -160	-52%	-$32.2K	0.02%	110
2021 Q3	$60K	Buy	+310	New	+$64.6K	0.06%	57
2014 Q4	$7K	Hold	80	–	–	0.01%	239
2014 Q3	$8K	Buy	+80	New	+$8.48K	0.02%	205
2014 Q2	–	Sell	-190	Closed	-$19K	–	242
2014 Q1	$19K	Buy	+190	New	+$17.9K	0.05%	125

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Mitsubishi UFJ Morgan Stanley Securities's CAT Position: Q2 2026 in Review

Mitsubishi UFJ Morgan Stanley Securities reduced its Caterpillar (CAT) stake by 73% in Q2 2026, selling an estimated $172K and leaving 71 shares worth $75.6K. The position accounts for 0.23% of the portfolio, ranked #70.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in CAT in Q1 2014 and has held it in 12 quarters since. The position peaked at $449K in Q4 2025. 1,925 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Mitsubishi UFJ Morgan Stanley Securities held 71 shares of Caterpillar worth $75.6K as of Q2 2026.
Mitsubishi UFJ Morgan Stanley Securities sold 196 Caterpillar shares in Q2 2026, an estimated $172K.
Caterpillar made up 0.23% of Mitsubishi UFJ Morgan Stanley Securities's portfolio in Q2 2026, its #70 holding.
Mitsubishi UFJ Morgan Stanley Securities first reported a position in Caterpillar in Q1 2014 and has held it in 12 quarters since.
Mitsubishi UFJ Morgan Stanley Securities's Caterpillar position peaked at $449K in Q4 2025.
1,925 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q2 2026, filed 15 Jul 2026.