Heritage Trust Co

Bank

Position in DE — Deere & Co

CIK 1706028 OKLAHOMA CITY, OK

Position in DE

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$4,443,481

+$965,105 QoQ

Shares Held

7,005

+13.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#684

of 2,638 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Heritage Trust Co holds $25,729,866 across 3 Farm & Heavy Construction Machinery names. DE ranks #3 (17.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc	13,071	$13,919,307
2	PCAR	Paccar Inc	61,331	$7,367,078
3	DE	Deere & Co This page	7,005	$4,443,481

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,443,481	7,005	+13.4%	Shares	Sole	2026-08-06
2026-03-31	$3,478,376	6,175	+21.7%	Shares	Sole	2026-05-13
2025-12-31	$2,362,302	5,074	+21.4%	Shares	Sole	2026-02-10
2025-09-30	$1,911,346	4,180	+10.8%	Shares	Sole	2025-11-12
2025-06-30	$1,918,023	3,772	+0.5%	Shares	Other	2025-08-12
2025-03-31	$1,761,939	3,754	-61.7%	Shares	Other	2025-05-09
2024-12-31	$4,152,259	9,800	-19.3%	Shares	Other	2025-02-13
2024-06-30	$4,535,868	12,140	+6.5%	Shares	Other	2024-08-12
2024-03-31	$4,683,668	11,403	+1.6%	Shares	Other	2024-05-10
2023-12-31	$4,488,140	11,224	-1.7%	Shares	Other	2024-02-09
2023-09-30	$4,310,056	11,421	-1.7%	Shares	Other	2023-11-08
2023-06-30	$4,709,117	11,622	+0.9%	Shares	Other	2023-08-11
2023-03-31	$4,755,138	11,517	-0.1%	Shares	Other	2023-05-12
2022-12-31	$4,942,315	11,527	-1.2%	Shares	Other	2023-02-10
2022-09-30	$3,895,828	11,668	+125.2%	Shares	Other	2022-11-10
2022-06-30	$1,551,553	5,181	+10.8%	Shares	Other	2022-08-11
2022-03-31	$1,942,690	4,676	+68.6%	Shares	Other	2022-05-11
2021-12-31	$950,833	2,773	+23.5%	Shares	Sole	2022-02-09
2021-09-30	$752,232	2,245	+23.0%	Shares	Sole	2021-11-09
2021-06-30	$643,695	1,825	+1.1%	Shares	Sole	2021-08-09
2021-03-31	$675,696	1,806	+38.1%	Shares	Sole	2021-05-12
2020-12-31	$351,917	1,308	0.0%	Shares	Sole	2021-02-11
2020-09-30	$289,892	1,308	-36.7%	Shares	Sole	2020-11-13
2020-06-30	$324,829	2,067	0.0%	Shares	Sole	2020-08-04
2020-03-31	$285,576	2,067	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.