Position in DE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$52,510,826
-$35,741,692 QoQ
Shares Held
93,220
-50.8% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 43.733991182028134.ToString("F0")%
Shared 0.ToString("F0")%
None 56.266008817971866.ToString("F0")%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026Focus Partners Wealth holds $439,992,207 across 7 Farm & Heavy Construction Machinery names. DE ranks #3 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
338,031 | $239,481,442 | |
| 2 | PCAR |
Paccar Inc
|
1,096,942 | $126,696,801 | |
| 3 | DE |
Deere & Co
This page
|
93,220 | $52,510,826 | |
| 4 | CNH |
CNH Industrial N.V.
|
1,273,956 | $14,013,516 | |
| 5 | AGCO |
Agco Corp /De
|
34,847 | $4,037,721 | |
| 6 | TEX |
Terex Corp
|
33,413 | $1,974,708 | |
| 7 | OSK |
Oshkosh Corp
|
8,676 | $1,277,193 |
All Filings in DE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $52,510,826 | 93,220 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $88,252,518 | 189,558 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,509,261 | 27,357 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,468,465 | 32,387 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $15,809,116 | 33,683 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $14,488,845 | 34,196 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $12,116,759 | 29,034 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,238,956 | 27,404 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $4,279,500 | 10,419 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $2,782,295 | 6,958 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||