Position in DE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,473,041
-$406,399 QoQ
Shares Held
11,781
-15.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#541
of 2,638 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)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Allworth Financial LP holds $93,943,794 across 20 Farm & Heavy Construction Machinery names. DE ranks #2 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
79,655 | $84,824,608 | |
| 2 | DE |
Deere & Co
This page
|
11,781 | $7,473,041 | |
| 3 | PCAR |
Paccar Inc
|
6,330 | $760,359 | |
| 4 | OSK |
Oshkosh Corp
|
2,922 | $448,468 | |
| 5 | CNH |
CNH Industrial N.V.
|
9,792 | $109,964 | |
| 6 | BLBD |
Blue Bird Corp
|
957 | $75,564 | |
| 7 | TEX |
Terex Corp
|
708 | $51,252 | |
| 8 | WNC |
WABASH NATIONAL Corp
|
3,311 | $44,698 |
All Filings in DE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,473,041 | 11,781 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,879,440 | 13,988 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,434,176 | 13,820 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,421,704 | 9,670 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $4,824,553 | 9,488 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,225,842 | 6,873 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,773,963 | 6,547 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,766,063 | 6,628 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,584,398 | 6,917 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,639,825 | 6,427 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,158,098 | 5,397 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,141,253 | 5,674 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $2,255,692 | 5,567 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,592,891 | 3,858 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,641,293 | 3,828 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,301,837 | 3,899 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $770,536 | 2,573 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,045,712 | 2,517 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $775,274 | 2,261 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $789,424 | 2,356 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $565,041 | 1,602 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $549,237 | 1,468 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $140,444 | 522 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $160,460 | 724 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $113,619 | 723 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $32,743 | 237 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||