Morgan Stanley’s Caterpillar CAT Stock Holding History

Morgan Stanley’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 Q1	$5.31B	Buy	7,499,662 +424,543	+6%	+$294M	0.32%	50
2025 Q4	$4.05B	Sell	7,075,119 -162,174	-2%	-$90.1M	0.24%	70
2025 Q3	$3.45B	Sell	7,237,293 -50,852	-0.7%	-$21.7M	0.21%	83
2025 Q2	$2.83B	Buy	7,288,145 +119,372	+2%	+$39.8M	0.18%	99
2025 Q1	$2.36B	Sell	7,168,773 -348,691	-5%	-$124M	0.17%	109
2024 Q4	$2.73B	Sell	7,517,464 -88,058	-1%	-$34.2M	0.19%	88
2024 Q3	$2.97B	Buy	7,605,522 +326,079	+4%	+$113M	0.22%	84
2024 Q2	$2.42B	Buy	7,279,443 +79,759	+1%	+$27.7M	0.19%	90
2024 Q1	$2.64B	Sell	7,199,684 -7,199,544	-50%	-$2.3B	0.21%	83
2023 Q4	$4.26B	Buy	14,399,228 +7,568,379	+111%	+$1.96B	0.19%	104
2023 Q3	$1.86B	Buy	6,830,849 +47,258	+0.7%	+$12.8M	0.19%	105
2023 Q2	$1.67B	Buy	6,783,591 +200,715	+3%	+$44.8M	0.16%	122
2023 Q1	$1.51B	Sell	6,582,876 -25,289	-0.4%	-$6.11M	0.16%	129
2022 Q4	$1.58B	Buy	6,608,165 +969,222	+17%	+$211M	0.18%	114
2022 Q3	$925M	Sell	5,638,943 -511,390	-8%	-$93.4M	0.13%	167
2022 Q2	$1.1B	Buy	6,150,333 +1,663,370	+37%	+$351M	0.14%	146
2022 Q1	$1,000M	Sell	4,486,963 -319,041	-7%	-$66.9M	0.13%	164
2021 Q4	$994M	Sell	4,806,004 -2,005	-0%	-$404K	0.12%	174
2021 Q3	$923M	Sell	4,808,009 -262,440	-5%	-$54.7M	0.12%	173
2021 Q2	$1.1B	Buy	5,070,449 +721,439	+17%	+$167M	0.15%	153
2021 Q1	$1.01B	Sell	4,349,010 -518,463	-11%	-$107M	0.15%	148
2020 Q4	$886M	Buy	4,867,473 +519,151	+12%	+$88M	0.14%	165
2020 Q3	$649M	Sell	4,348,322 -14,228	-0.3%	-$2M	0.13%	170
2020 Q2	$552M	Buy	4,362,550 +271,018	+7%	+$32.1M	0.12%	165
2020 Q1	$475M	Sell	4,091,532 -372,977	-8%	-$47.6M	0.13%	158
2019 Q4	$659M	Buy	4,464,509 +10,556	+0.2%	+$1.47M	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%	+$23M	0.16%	142
2019 Q1	$568M	Sell	4,192,908 -146,516	-3%	-$19.5M	0.16%	140
2018 Q4	$551M	Buy	4,339,424 +337,890	+8%	+$44M	0.17%	134
2018 Q3	$610M	Buy	4,001,534 +534,061	+15%	+$75.5M	0.15%	145
2018 Q2	$470M	Sell	3,467,473 -299,759	-8%	-$44.8M	0.13%	164
2018 Q1	$555M	Sell	3,767,232 -630,259	-14%	-$99.5M	0.15%	136
2017 Q4	$693M	Sell	4,397,491 -480,466	-10%	-$66.6M	0.19%	113
2017 Q3	$608M	Sell	4,877,957 -979,534	-17%	-$113M	0.18%	119
2017 Q2	$629M	Sell	5,857,491 -4,541,186	-44%	-$461M	0.19%	117
2017 Q1	$965M	Buy	10,398,677 +1,365,856	+15%	+$129M	0.3%	68
2016 Q4	$838M	Buy	9,032,821 +1,925,714	+27%	+$175M	0.27%	68
2016 Q3	$631M	Buy	7,107,107 +2,143,886	+43%	+$175M	0.22%	102
2016 Q2	$376M	Buy	4,963,221 +321,486	+7%	+$24.1M	0.14%	166
2016 Q1	$355M	Sell	4,641,735 -548,028	-11%	-$36.8M	0.14%	170
2015 Q4	$353M	Buy	5,189,763 +172,000	+3%	+$12M	0.13%	177
2015 Q3	$328M	Buy	5,017,763 +1,385,877	+38%	+$106M	0.12%	188
2015 Q2	$308M	Buy	3,631,886 +294,315	+9%	+$25.3M	0.11%	216
2015 Q1	$267M	Sell	3,337,571 -1,526,046	-31%	-$127M	0.1%	240
2014 Q4	$445M	Buy	4,863,617 +1,430,399	+42%	+$139M	0.16%	144
2014 Q3	$340M	Buy	3,433,218 +363,173	+12%	+$38.5M	0.13%	183
2014 Q2	$334M	Sell	3,070,045 -414,582	-12%	-$43.5M	0.13%	194
2014 Q1	$346M	Sell	3,484,627 -600,781	-15%	-$56.7M	0.15%	167
2013 Q4	$371M	Sell	4,085,408 -960,243	-19%	-$82M	0.16%	153
2013 Q3	$421M	Buy	5,045,651 +219,769	+5%	+$18.6M	0.2%	112
2013 Q2	$398M	Buy	+4,825,882	New	+$410M	0.2%	115