Position in ALG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,692,592
+$509,613 QoQ
Shares Held
10,260
+45.6% QoQ
Ownership
0.084%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALG Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026Creative Planning holds $360,245,824 across 18 Farm & Heavy Construction Machinery names. ALG ranks #10 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
365,769 | $259,132,705 | |
| 2 | DE |
Deere & Co
|
104,065 | $58,619,814 | |
| 3 | PCAR |
Paccar Inc
|
116,606 | $13,467,992 | |
| 4 | FSS |
Federal Signal Corp /De/
|
51,507 | $5,569,966 | |
| 5 | TEX |
Terex Corp
|
93,269 | $5,512,197 | |
| 6 | CNH |
CNH Industrial N.V.
|
297,228 | $3,269,508 | |
| 7 | OSK |
Oshkosh Corp
|
22,153 | $3,261,142 | |
| 8 | LNN |
Lindsay Corp
|
18,417 | $2,192,912 |
All Filings in ALG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,692,592 | 10,260 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,182,979 | 7,047 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $899,329 | 4,711 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,111,772 | 5,091 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $857,902 | 4,814 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $426,105 | 2,292 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $360,979 | 2,004 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $260,365 | 1,505 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $302,080 | 1,323 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $277,030 | 1,318 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $200,517 | 1,160 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $215,174 | 1,170 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $214,362 | 1,164 | Shares | Sole | 2023-05-15 | |
| 2020-12-31 | $2,311,214 | 16,754 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,809,934 | 16,754 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,719,630 | 16,754 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,487,420 | 16,754 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||