Position in DE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$11,662,157
+$2,582,325 QoQ
Shares Held
18,385
+14.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#432
of 2,650 holders
Holding Since
Mar 2020
25 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, 2026Sequoia Financial Advisors, LLC holds $216,736,106 across 10 Farm & Heavy Construction Machinery names. DE ranks #2 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
188,272 | $200,490,852 | |
| 2 | DE |
Deere & Co
This page
|
18,385 | $11,662,157 | |
| 3 | PCAR |
Paccar Inc
|
15,303 | $1,838,196 | |
| 4 | OSK |
Oshkosh Corp
|
3,445 | $528,738 | |
| 5 | CNH |
CNH Industrial N.V.
|
37,074 | $416,341 | |
| 6 | FSS |
Federal Signal Corp /De/
|
3,206 | $411,938 | |
| 7 | TEX |
Terex Corp
|
5,564 | $402,777 | |
| 8 | AGCO |
Agco Corp /De
|
3,080 | $368,676 |
All Filings in DE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,662,157 | 18,385 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $9,079,832 | 16,119 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $7,889,549 | 16,946 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $5,533,303 | 12,101 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,376,973 | 12,541 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $4,954,927 | 10,557 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,546,588 | 15,451 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $6,292,084 | 15,077 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,222,724 | 5,949 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $8,763,959 | 21,337 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $9,928,372 | 24,829 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,690,662 | 4,480 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,425,458 | 3,518 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,456,227 | 3,527 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,564,545 | 3,649 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $651,753 | 1,952 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $646,256 | 2,158 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,014,553 | 2,442 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $658,691 | 1,921 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $532,239 | 1,509 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $604,610 | 1,616 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $420,794 | 1,564 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $342,418 | 1,545 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $237,925 | 1,514 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $351,340 | 2,543 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||