Position in DE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$20,932
+$6,850 QoQ
Shares Held
33
+32.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,570
of 2,650 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, 2026Bay Harbor Wealth Management, LLC holds $642,987 across 8 Farm & Heavy Construction Machinery names. DE ranks #2 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
567 | $603,798 | |
| 2 | DE |
Deere & Co
This page
|
33 | $20,932 | |
| 3 | PCAR |
Paccar Inc
|
86 | $10,330 | |
| 4 | OSK |
Oshkosh Corp
|
14 | $2,148 | |
| 5 | AGCO |
Agco Corp /De
|
15 | $1,795 | |
| 6 | FSS |
Federal Signal Corp /De/
|
12 | $1,541 | |
| 7 | CNH |
CNH Industrial N.V.
|
121 | $1,358 | |
| 8 | TEX |
Terex Corp
|
15 | $1,085 |
All Filings in DE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,932 | 33 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $14,082 | 25 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $7,914 | 17 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $5,029 | 11 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $5,593 | 11 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,816 | 6 | Shares | Sole | 2025-05-12 | |
| 2023-12-31 | $2,399 | 6 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $2,264 | 6 | Shares | Other | 2023-10-25 | |
| 2023-06-30 | $76,580 | 189 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $83,814 | 203 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $87,895 | 205 | Shares | Other | 2023-01-25 | |
| 2022-09-30 | $67,779 | 203 | Shares | Other | 2022-11-02 | |
| 2022-06-30 | $60,792 | 203 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $95,971 | 231 | Shares | Other | 2022-04-19 | |
| 2021-12-31 | $79,893 | 233 | Shares | Other | 2022-02-10 | |
| 2021-09-30 | $74,720 | 223 | Shares | Other | 2021-11-24 | |
| 2021-06-30 | $77,948 | 221 | Shares | Other | 2021-07-28 | |
| 2021-03-31 | $52,753 | 141 | Shares | Sole | 2021-05-05 | |
| No filing history on record for this holder in this stock. | ||||||