Position in DE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$863,957
-$128,014 QoQ
Shares Held
1,362
-22.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,424
of 2,636 holders
Holding Since
Dec 2020
23 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, 2026Pinnacle Wealth Planning Services, Inc. holds $3,627,830 across 11 Farm & Heavy Construction Machinery names. DE ranks #2 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
2,101 | $2,237,354 | |
| 2 | DE |
Deere & Co
This page
|
1,362 | $863,957 | |
| 3 | PCAR |
Paccar Inc
|
2,051 | $246,366 | |
| 4 | FSS |
Federal Signal Corp /De/
|
1,264 | $162,411 | |
| 5 | ALG |
Alamo Group Inc
|
183 | $30,101 | |
| 6 | ASTE |
Astec Industries Inc
|
463 | $28,330 | |
| 7 | LNN |
Lindsay Corp
|
174 | $21,541 | |
| 8 | AGCO |
Agco Corp /De
|
127 | $15,201 |
All Filings in DE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $863,957 | 1,362 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $991,971 | 1,761 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $843,147 | 1,811 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $799,290 | 1,748 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $855,280 | 1,682 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $667,415 | 1,422 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $389,804 | 920 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $648,113 | 1,553 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $619,104 | 1,657 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $684,703 | 1,667 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $611,001 | 1,528 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $575,127 | 1,524 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $620,750 | 1,532 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,134,593 | 2,748 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $666,292 | 1,554 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $433,388 | 1,298 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $316,240 | 1,056 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $602,417 | 1,450 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $422,097 | 1,231 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $419,842 | 1,253 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $403,500 | 1,144 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $425,397 | 1,137 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $247,256 | 919 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||