Caterpillar shares owned by Morgan Stanley
Historical chart of Morgan Stanley investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Morgan Stanley
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $2.8B | 7.3M | 388.21 |
| 2024-12-31 | $2.7B | 7.5M | 362.76 |
| 2024-09-30 | $3.0B | 7.6M | 391.12 |
| 2024-06-30 | $2.4B | 7.3M | 333.10 |
| 2024-03-31 | $2.6B | 7.2M | 366.43 |
| 2023-12-31 | $2.1B | 7.2M | 295.67 |
| 2023-09-30 | $1.9B | 6.8M | 273.00 |
| 2023-06-30 | $1.7B | 6.8M | 246.05 |
| 2022-12-31 | $1.6B | 6.6M | 239.56 |
| 2022-06-30 | $1.1B | 6.2M | 178.76 |
| 2022-03-31 | $1000M | 4.5M | 222.82 |
| 2021-06-30 | $1.1B | 5.1M | 217.64 |
| 2020-12-31 | $886M | 4.9M | 182.01 |
| 2020-09-30 | $648M | 4.3M | 149.12 |
| 2020-06-30 | $552M | 4.4M | 126.51 |
| 2020-03-31 | $475M | 4.1M | 116.04 |
| 2019-12-31 | $658M | 4.5M | 147.48 |
| 2019-09-30 | $563M | 4.5M | 126.31 |
| 2019-03-31 | $566M | 4.2M | 134.88 |
| 2018-12-31 | $552M | 4.3M | 127.08 |
| 2018-09-30 | $610M | 4.0M | 152.48 |
| 2018-06-30 | $471M | 3.5M | 135.73 |
| 2018-03-31 | $555M | 3.8M | 147.32 |
| 2017-12-31 | $693M | 4.4M | 157.58 |
| 2017-03-31 | $964M | 10M | 92.74 |
| 2016-12-31 | $838M | 9.0M | 92.73 |
| 2016-09-30 | $631M | 7.1M | 88.79 |
| 2016-06-30 | $376M | 5.0M | 75.81 |
| 2016-03-31 | $355M | 4.6M | 76.53 |
| 2015-12-31 | $353M | 5.2M | 67.96 |
| 2015-09-30 | $323M | 5.0M | 64.44 |
| 2015-06-30 | $306M | 3.6M | 84.27 |
| 2014-12-31 | $443M | 4.9M | 91.11 |
| 2014-09-30 | $343M | 3.4M | 100.00 |
| 2014-06-30 | $334M | 3.1M | 108.68 |
| 2014-03-31 | $346M | 3.5M | 99.36 |
| 2013-12-31 | $371M | 4.1M | 90.86 |
| 2013-09-30 | $421M | 5.0M | 83.42 |