Morgan Stanley’s Caterpillar CAT Stock Holding History

Morgan Stanley’s Portfolio CAT Stock Details CAT Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.83B	Buy	7,288,145 +119,372	+2%	+$46.3M	0.18%	99
2025 Q1	$2.36B	Sell	7,168,773 -348,691	-5%	-$115M	0.17%	109
2024 Q4	$2.73B	Sell	7,517,464 -88,058	-1%	-$31.9M	0.19%	88
2024 Q3	$2.97B	Buy	7,605,522 +326,079	+4%	+$128M	0.22%	84
2024 Q2	$2.42B	Buy	7,279,443 +79,759	+1%	+$26.6M	0.19%	90
2024 Q1	$2.64B	Sell	7,199,684 -7,199,544	-50%	-$2.64B	0.21%	83
2023 Q4	$4.26B	Buy	14,399,228 +7,568,379	+111%	+$2.24B	0.19%	104
2023 Q3	$1.86B	Buy	6,830,849 +47,258	+0.7%	+$12.9M	0.19%	105
2023 Q2	$1.67B	Buy	6,783,591 +200,715	+3%	+$49.4M	0.16%	122
2023 Q1	$1.51B	Sell	6,582,876 -25,289	-0.4%	-$5.79M	0.16%	129
2022 Q4	$1.58B	Buy	6,608,165 +969,222	+17%	+$232M	0.18%	114
2022 Q3	$925M	Sell	5,638,943 -511,390	-8%	-$83.9M	0.13%	167
2022 Q2	$1.1B	Buy	6,150,333 +1,663,370	+37%	+$297M	0.14%	146
2022 Q1	$1,000M	Sell	4,486,963 -319,041	-7%	-$71.1M	0.13%	164
2021 Q4	$994M	Sell	4,806,004 -2,005	-0%	-$415K	0.12%	174
2021 Q3	$923M	Sell	4,808,009 -262,440	-5%	-$50.4M	0.12%	173
2021 Q2	$1.1B	Buy	5,070,449 +721,439	+17%	+$157M	0.15%	153
2021 Q1	$1.01B	Sell	4,349,010 -518,463	-11%	-$120M	0.15%	148
2020 Q4	$886M	Buy	4,867,473 +519,151	+12%	+$94.5M	0.14%	165
2020 Q3	$649M	Sell	4,348,322 -14,228	-0.3%	-$2.12M	0.13%	170
2020 Q2	$552M	Buy	4,362,550 +271,018	+7%	+$34.3M	0.12%	165
2020 Q1	$475M	Sell	4,091,532 -372,977	-8%	-$43.3M	0.13%	158
2019 Q4	$659M	Buy	4,464,509 +10,556	+0.2%	+$1.56M	0.15%	136
2019 Q3	$563M	Buy	4,453,953 +86,880	+2%	+$11M	0.15%	144
2019 Q2	$595M	Buy	4,367,073 +174,165	+4%	+$23.7M	0.16%	142
2019 Q1	$568M	Sell	4,192,908 -146,516	-3%	-$19.9M	0.16%	140
2018 Q4	$551M	Buy	4,339,424 +337,890	+8%	+$42.9M	0.17%	134
2018 Q3	$610M	Buy	4,001,534 +534,061	+15%	+$81.4M	0.15%	145
2018 Q2	$470M	Sell	3,467,473 -299,759	-8%	-$40.7M	0.13%	164
2018 Q1	$555M	Sell	3,767,232 -630,259	-14%	-$92.9M	0.15%	136
2017 Q4	$693M	Sell	4,397,491 -480,466	-10%	-$75.7M	0.19%	113
2017 Q3	$608M	Sell	4,877,957 -979,534	-17%	-$122M	0.18%	119
2017 Q2	$629M	Sell	5,857,491 -4,541,186	-44%	-$488M	0.19%	117
2017 Q1	$965M	Buy	10,398,677 +1,365,856	+15%	+$127M	0.3%	68
2016 Q4	$838M	Buy	9,032,821 +1,925,714	+27%	+$179M	0.27%	68
2016 Q3	$631M	Buy	7,107,107 +2,143,886	+43%	+$190M	0.22%	102
2016 Q2	$376M	Buy	4,963,221 +321,486	+7%	+$24.4M	0.14%	166
2016 Q1	$355M	Sell	4,641,735 -548,028	-11%	-$41.9M	0.14%	170
2015 Q4	$353M	Buy	5,189,763 +172,000	+3%	+$11.7M	0.13%	177
2015 Q3	$328M	Buy	5,017,763 +1,385,877	+38%	+$90.6M	0.12%	188
2015 Q2	$308M	Buy	3,631,886 +294,315	+9%	+$25M	0.11%	216
2015 Q1	$267M	Sell	3,337,571 -1,526,046	-31%	-$122M	0.1%	240
2014 Q4	$445M	Buy	4,863,617 +1,430,399	+42%	+$131M	0.16%	144
2014 Q3	$340M	Buy	3,433,218 +363,173	+12%	+$36M	0.13%	183
2014 Q2	$334M	Sell	3,070,045 -414,582	-12%	-$45.1M	0.13%	194
2014 Q1	$346M	Sell	3,484,627 -600,781	-15%	-$59.7M	0.15%	167
2013 Q4	$371M	Sell	4,085,408 -960,243	-19%	-$87.2M	0.16%	153
2013 Q3	$421M	Buy	5,045,651 +219,769	+5%	+$18.3M	0.2%	112
2013 Q2	$398M	Buy	+4,825,882	New	+$398M	0.2%	115