Position in DE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$8,496,210
+$642,122 QoQ
Shares Held
13,394
-3.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#60
of 553 holders
Holding Since
Mar 2021
18 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, 2026Merit Financial Group, LLC holds $68,402,684 across 11 Farm & Heavy Construction Machinery names. DE ranks #2 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
48,985 | $52,164,121 | |
| 2 | DE |
Deere & Co
This page
|
13,394 | $8,496,210 | |
| 3 | PCAR |
Paccar Inc
|
24,304 | $2,919,392 | |
| 4 | OSK |
Oshkosh Corp
|
11,483 | $1,762,408 | |
| 5 | CNH |
CNH Industrial N.V.
|
68,713 | $771,645 | |
| 6 | BLBD |
Blue Bird Corp
|
8,051 | $635,706 | |
| 7 | ALG |
Alamo Group Inc
|
3,609 | $593,642 | |
| 8 | TEX |
Terex Corp
|
6,323 | $457,718 |
All Filings in DE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,496,210 | 13,394 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $7,854,088 | 13,943 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $6,190,216 | 13,296 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $4,478,858 | 9,795 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $4,827,604 | 9,494 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,190,356 | 8,928 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $3,586,196 | 8,464 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,160,857 | 7,574 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,230,778 | 8,647 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,453,091 | 8,407 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,116,836 | 2,793 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,728,457 | 7,230 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,868,340 | 7,079 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,579,261 | 6,247 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,196,108 | 5,122 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,488,147 | 4,457 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,817,713 | 9,409 | Shares | Sole | 2022-08-08 | |
| 2021-03-31 | $237,578 | 635 | Shares | Sole | 2021-05-18 | |
| No filing history on record for this holder in this stock. | ||||||