Position in DE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$44,494,443
+$3,727,296 QoQ
Shares Held
70,144
-3.1% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#212
of 2,650 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $311,201,470 across 12 Farm & Heavy Construction Machinery names. DE ranks #2 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
236,355 | $251,694,439 | |
| 2 | DE |
Deere & Co
This page
|
70,144 | $44,494,443 | |
| 3 | PCAR |
Paccar Inc
|
49,181 | $5,907,621 | |
| 4 | OSK |
Oshkosh Corp
|
22,941 | $3,520,984 | |
| 5 | FSS |
Federal Signal Corp /De/
|
13,084 | $1,681,163 | |
| 6 | TEX |
Terex Corp
|
17,684 | $1,280,144 | |
| 7 | CNH |
CNH Industrial N.V.
|
76,852 | $863,047 | |
| 8 | ALG |
Alamo Group Inc
|
2,666 | $438,530 |
All Filings in DE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,494,443 | 70,144 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $40,767,147 | 72,372 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $36,537,468 | 78,479 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $102,876,183 | 224,984 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $108,904,320 | 214,172 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $97,953,814 | 208,701 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $83,257,897 | 196,502 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $64,762,938 | 155,184 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $56,467,822 | 151,133 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $55,049,428 | 134,025 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $13,981,454 | 34,965 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,551,658 | 33,260 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $15,233,928 | 37,597 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $15,513,553 | 37,574 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $16,711,778 | 38,977 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $14,956,936 | 44,796 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $9,569,563 | 31,955 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $13,090,729 | 31,509 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,948,798 | 17,349 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,463,651 | 16,306 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $5,662,406 | 16,054 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $4,563,385 | 12,197 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,413,916 | 8,972 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,814,928 | 8,189 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $1,257,514 | 8,002 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $828,683 | 5,998 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||