Position in DE
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$32,799,935
+$4,081,212 QoQ
Shares Held
51,708
+1.4% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#250
of 2,638 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $88,116,781 across 7 Farm & Heavy Construction Machinery names. DE ranks #2 (37.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
44,175 | $47,041,957 | |
| 2 | DE |
Deere & Co
This page
|
51,708 | $32,799,935 | |
| 3 | FSS |
Federal Signal Corp /De/
|
36,549 | $4,696,181 | |
| 4 | PCAR |
Paccar Inc
|
23,605 | $2,835,432 | |
| 5 | AGCO |
Agco Corp /De
|
2,402 | $287,519 | |
| 6 | TEX |
Terex Corp
|
3,158 | $228,607 | |
| 7 | OSK |
Oshkosh Corp
|
1,480 | $227,150 |
All Filings in DE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,799,935 | 51,708 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $28,718,723 | 50,983 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $23,218,907 | 49,872 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $23,362,327 | 51,092 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $27,359,812 | 53,806 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $26,139,978 | 55,694 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $23,653,899 | 55,827 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $22,808,753 | 54,654 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $20,543,298 | 54,983 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $28,014,932 | 68,206 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $29,933,068 | 74,857 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $43,027,358 | 114,016 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $48,753,676 | 120,323 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $26,829,768 | 64,982 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $30,464,255 | 71,052 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $23,349,929 | 69,933 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $21,578,011 | 72,054 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $29,744,027 | 71,593 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $24,795,404 | 72,313 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $25,506,198 | 76,122 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $26,070,559 | 73,915 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $29,688,009 | 79,350 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $23,155,788 | 86,065 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $19,521,170 | 88,080 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $13,856,229 | 88,172 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $12,262,943 | 88,759 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||