Position in DE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$364,886,587
+$70,573,253 QoQ
Shares Held
647,766
+2.5% QoQ
Ownership
0.240%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 85%
Shared 0%
None 14%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026Corient Private Wealth LLC holds $930,134,974 across 11 Farm & Heavy Construction Machinery names. DE ranks #2 (39.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
542,772 | $384,532,250 | |
| 2 | DE |
Deere & Co
This page
|
647,766 | $364,886,587 | |
| 3 | PCAR |
Paccar Inc
|
1,406,536 | $162,454,907 | |
| 4 | AGCO |
Agco Corp /De
|
81,540 | $9,448,039 | |
| 5 | OSK |
Oshkosh Corp
|
42,298 | $6,226,688 | |
| 6 | FSS |
Federal Signal Corp /De/
|
7,759 | $839,058 | |
| 7 | CNH |
CNH Industrial N.V.
|
60,187 | $662,057 | |
| 8 | AEBI |
Aebi Schmidt Holding AG
|
45,119 | $438,105 |
All Filings in DE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||