Position in DE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$66,779,090
+$8,159,276 QoQ
Shares Held
105,275
+1.2% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#165
of 2,655 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Derivatives in DE
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$20,039
PutShares
2,900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Creative Planning holds $521,681,894 across 18 Farm & Heavy Construction Machinery names. DE ranks #2 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
379,703 | $404,345,723 | |
| 2 | DE |
Deere & Co
This page
|
105,275 | $66,779,090 | |
| 3 | PCAR |
Paccar Inc
|
119,255 | $14,324,909 | |
| 4 | FSS |
Federal Signal Corp /De/
|
53,933 | $6,929,850 | |
| 5 | TEX |
Terex Corp
|
94,715 | $6,856,418 | |
| 6 | OSK |
Oshkosh Corp
|
33,650 | $5,164,601 | |
| 7 | ALG |
Alamo Group Inc
|
25,879 | $4,256,836 | |
| 8 | CNH |
CNH Industrial N.V.
|
271,740 | $3,051,639 |
All Filings in DE
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,779,090 | 105,275 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $58,619,814 | 104,065 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $44,327,850 | 95,212 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $20,039 | 2,900 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $43,331,786 | 94,764 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $47,386,691 | 93,191 | Shares | Defined | 2025-08-08 | |
| 2025-06-30 | $22,736 | 2,900 | Put | Sole | 2025-08-08 | |
| 2025-03-31 | $41,031,984 | 87,423 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $34,776,871 | 82,079 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $31,492,556 | 75,462 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $27,613,861 | 73,907 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $30,566,038 | 74,417 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $29,609,573 | 74,048 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $27,452,884 | 72,746 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $26,253,070 | 64,792 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $28,489,132 | 69,001 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $30,298,754 | 70,666 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $19,733,900 | 59,103 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $20,541,246 | 68,592 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $20,745,579 | 49,934 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $15,815,115 | 46,123 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $15,235,297 | 45,469 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $14,950,671 | 42,388 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $20,087,576 | 53,690 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $80,715 | 300 | Call | Sole | 2021-01-29 | |
| 2020-12-31 | $13,330,351 | 49,546 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $10,749,276 | 48,501 | Shares | Sole | 2020-11-05 | |
| 2020-09-30 | $22,163 | 100 | Put | Sole | 2020-11-05 | |
| 2020-09-30 | $66,489 | 300 | Call | Sole | 2020-11-05 | |
| 2020-06-30 | $5,000 | 300 | Call | Sole | 2020-07-23 | |
| 2020-06-30 | $7,220,885 | 45,949 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $6,295,813 | 45,569 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||