Position in DE
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$367,773,115
+$2,886,528 QoQ
Shares Held
579,782
-10.5% QoQ
Ownership
0.215%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#48
of 2,655 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Corient Private Wealth LLC holds $1,096,015,878 across 12 Farm & Heavy Construction Machinery names. DE ranks #2 (33.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
505,859 | $538,689,248 | |
| 2 | DE |
Deere & Co
This page
|
579,782 | $367,773,115 | |
| 3 | PCAR |
Paccar Inc
|
1,352,123 | $162,417,014 | |
| 4 | AGCO |
Agco Corp /De
|
99,102 | $11,862,509 | |
| 5 | OSK |
Oshkosh Corp
|
46,342 | $7,112,569 | |
| 6 | ASTE |
Astec Industries Inc
|
38,150 | $2,334,398 | |
| 7 | CNH |
CNH Industrial N.V.
|
148,264 | $1,665,004 | |
| 8 | TEX |
Terex Corp
|
20,133 | $1,457,427 |
All Filings in DE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $367,773,115 | 579,782 | Shares | Other | 2026-08-27 | |
| 2026-03-31 | $364,886,587 | 647,766 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $294,313,334 | 632,157 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $163,843,115 | 358,315 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $211,245,050 | 415,436 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $163,110,856 | 347,525 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $161,915,259 | 382,146 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $157,722,360 | 377,932 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $131,170,283 | 351,070 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $161,039,652 | 392,072 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $164,256,598 | 410,775 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $158,573,943 | 420,197 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $173,988,585 | 429,400 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $163,231,694 | 395,349 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $139,067,019 | 324,347 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||