Fastenal, Honeywell and Caterpillar Among Morgan Stanley’s Top Industrial Goods Stocks

Wall St. Watchdog reveals information regarding Morgan Stanley’s top holdings in the Industrial Goods sector for the quarter ending September 30th, 2011. The firm held 266 stocks in the Industrial Goods sector at the end of the quarter with an aggregate market value of $4.874 billion.

  • Fastenal Co. (NASDAQ:FAST): On 06/30/2011, Morgan Stanley reported holding 9,117,458 shares with a market value of $328,137,329. This comprised 0.54% of the total portfolio. On 09/30/2011, Morgan Stanley reported holding 14,192,859 shares with a market value of $472,338,330. This comprised 0.32% of the total portfolio. The net change in shares for this position over the two quarters is 5,075,401. About Company: Fastenal Company sell industrial and construction supplies in a wholesale and retail fashion. The Company markets its products and services throughout the United States, Canada, Mexico, Puerto Rico, Singapore, China, and The Netherlands.
  • Honeywell International Inc. (NYSE:HON): On 06/30/2011, Morgan Stanley reported holding 8,242,295 shares with a market value of $491,158,360. This comprised 0.81% of the total portfolio. On 09/30/2011, Morgan Stanley reported holding 8,122,439 shares with a market value of $356,656,295. This comprised 0.24% of the total portfolio. The net change in shares for this position over the two quarters is -119,856. About Company: Honeywell International Inc. is a diversified technology and manufacturing company with operations around the world. The Company provides aerospace products and services, control technologies, automotive products, and power generation systems. Honeywell also provides specialty chemicals, fibers, plastics, and electronic and advanced materials.
  • Caterpillar Inc. (NYSE:CAT): On 06/30/2011, Morgan Stanley reported holding 4,091,355 shares with a market value of $435,565,650. This comprised 0.72% of the total portfolio. On 09/30/2011, Morgan Stanley reported holding 4,670,491 shares with a market value of $344,869,038. This comprised 0.23% of the total portfolio. The net change in shares for this position over the two quarters is 579,136. About Company: Caterpillar Inc. designs, manufactures, and markets construction, mining, agricultural, and forestry machinery. The Company also manufactures engines and other related parts for its equipment, and offers financing and insurance. Caterpillar distributes its products through a worldwide organization of dealers.
  • Leucadia National Corp. (NYSE:LUK): On 06/30/2011, Morgan Stanley reported holding 0 shares. On 09/30/2011, Morgan Stanley reported holding 12,884,263 shares with a market value of $292,215,089. This comprised 0.2% of the total portfolio. The net change in shares for this position over the two quarters is 12,884,263. About Company: Leucadia National Corporation is a diversified holding company. The Company is involved in a variety of businesses, including manufacturing, telecommunications, property management and services, gaming entertainment, real estate activities, medical product development and winery operations.
  • Boeing Co. (NYSE:BA): On 06/30/2011, Morgan Stanley reported holding 4,473,094 shares with a market value of $330,695,841. This comprised 0.54% of the total portfolio. On 09/30/2011, Morgan Stanley reported holding 4,047,235 shares with a market value of $244,898,183. This comprised 0.16% of the total portfolio. The net change in shares for this position over the two quarters is -425,859. About Company: The Boeing Company, together with its subsidiaries, develops, produces, and markets commercial jet aircraft, as well as provides related support services to the commercial airline industry worldwide. The Company also researches, develops, produces, modifies, and supports information, space, and defense systems, including military aircraft, helicopters and space and missile systems.
  • Stericycle Inc. (NASDAQ:SRCL): On 06/30/2011, Morgan Stanley reported holding 0 shares. On 09/30/2011, Morgan Stanley reported holding 2,662,127 shares with a market value of $214,886,895. This comprised 0.14% of the total portfolio. The net change in shares for this position over the two quarters is 2,662,127. About Company: Stericycle, Inc. provides regulated medical waste management services. The Company offers waste collection, transportation, treatment, and disposal to customers in the United States, Canada, Mexico, Argentina, Chile, the United Kingdom and Ireland.
  • Covanta Holding Corporation (NYSE:CVA): On 06/30/2011, Morgan Stanley reported holding 11,739,878 shares with a market value of $193,590,586. This comprised 0.32% of the total portfolio. On 09/30/2011, Morgan Stanley reported holding 12,613,580 shares with a market value of $191,600,275. This comprised 0.13% of the total portfolio. The net change in shares for this position over the two quarters is 873,702. About Company: Covanta Holding Corporation conducts operations in waste disposal, energy services, and specialty insurance. The Company also owns and operates waste-to-energy and power generation projects. Covanta’s waste-to-energy facilities convert municipal solid waste into renewable energy for communities primarily in the United States.
  • Deere & Company (NYSE:DE): On 06/30/2011, Morgan Stanley reported holding 2,821,919 shares with a market value of $232,667,213. This comprised 0.38% of the total portfolio. On 09/30/2011, Morgan Stanley reported holding 2,377,348 shares with a market value of $153,505,360. This comprised 0.1% of the total portfolio. The net change in shares for this position over the two quarters is -444,571. About Company: Deere & Company manufactures and distributes a range of agricultural, construction and forestry, and commercial and consumer equipment. The Company supplies replacement parts for its own products and for those of other manufacturers. Deere also provides product and parts financing services.
  • Digitalglobe Inc. (NYSE:DGI): On 06/30/2011, Morgan Stanley reported holding 7,464,481 shares with a market value of $189,672,461. This comprised 0.31% of the total portfolio. On 09/30/2011, Morgan Stanley reported holding 7,464,481 shares with a market value of $145,034,868. This comprised 0.1% of the total portfolio. The net change in shares for this position over the two quarters is 0. About Company: DigitalGlobe Inc. is building a constellation of high-resolution earth imaging satellites and a geo-information product store Web site. The Company’s DigitalGlobe System facilitates the collection and archival of geospatial information data and ensures flexible distribution. DigitalGlobe also offers services for project specific requirements.
  • Martin Marietta Mtrl (NYSE:MLM): On 06/30/2011, Morgan Stanley reported holding 0 shares. On 09/30/2011, Morgan Stanley reported holding 1,965,166 shares with a market value of $124,237,797. This comprised 0.08% of the total portfolio. The net change in shares for this position over the two quarters is 1,965,166. About Company: Martin Marietta Materials, Inc. produces aggregates for the construction industry, including highways, infrastructure, commercial, and residential. The Company also manufactures and markets magnesia-based products, including heat-resistant refractory products for the steel industry, chemical products for industrial and environmental uses, and dolomitic lime.

(Note: Data regarding Morgan Stanley’s stock holdings are sourced from whalewisdom.com. All data are assumed to be accurate.)

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