Position in DE
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$56,480,401
+$10,893,184 QoQ
Shares Held
100,267
+2.4% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
14 quarters on record
Voting authority
Sole 13.599688830821707.ToString("F0")%
Shared 0.ToString("F0")%
None 86.4003111691783.ToString("F0")%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Derivatives in DE
reported options exposure · as of Sep 30, 2024CallValue
$751,194
CallShares
1,800
PutValue
$0
PutShares
0
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 Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $255,563,376 across 16 Farm & Heavy Construction Machinery names. DE ranks #2 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
173,461 | $122,890,180 | |
| 2 | DE |
Deere & Co
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|
100,267 | $56,480,401 | |
| 3 | PCAR |
Paccar Inc
|
332,328 | $38,383,884 | |
| 4 | TEX |
Terex Corp
|
416,919 | $24,639,912 | |
| 5 | OSK |
Oshkosh Corp
|
43,044 | $6,336,507 | |
| 6 | CNH |
CNH Industrial N.V.
|
240,825 | $2,649,075 | |
| 7 | AGCO |
Agco Corp /De
|
9,530 | $1,104,241 | |
| 8 | FSS |
Federal Signal Corp /De/
|
6,637 | $717,725 |
All Filings in DE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,480,401 | 100,267 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $45,587,217 | 97,917 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $44,808,279 | 97,993 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $48,665,035 | 95,705 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $42,250,887 | 90,020 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $37,028,837 | 87,394 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $35,852,402 | 85,909 | Shares | Sole | 2024-10-24 | |
| 2024-09-30 | $751,194 | 1,800 | Call | Sole | 2024-10-24 | |
| 2024-06-30 | $30,678,759 | 82,110 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $31,947,767 | 77,781 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $21,437,030 | 53,610 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $19,438,466 | 51,509 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $835,501 | 2,062 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $724,191 | 1,754 | Shares | Sole | 2023-04-25 | |
| 2021-06-30 | $1,536,052 | 4,355 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||