Position in DE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,707,362
+$435,859 QoQ
Shares Held
7,421
-2.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.98%
of 13F equity value
Holder Rank
#664
of 2,638 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026JPL Wealth Management, LLC holds $17,351,113 across 8 Farm & Heavy Construction Machinery names. DE ranks #2 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
11,851 | $12,620,129 | |
| 2 | DE |
Deere & Co
This page
|
7,421 | $4,707,362 | |
| 3 | PCAR |
Paccar Inc
|
149 | $17,897 | |
| 4 | OSK |
Oshkosh Corp
|
15 | $2,302 | |
| 5 | AEBI |
Aebi Schmidt Holding AG
|
179 | $2,246 | |
| 6 | TEX |
Terex Corp
|
15 | $1,085 | |
| 7 | BLBD |
Blue Bird Corp
|
1 | $78 | |
| 8 | GENC |
Gencor Industries Inc
|
1 | $14 |
All Filings in DE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,707,362 | 7,421 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,271,503 | 7,583 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,630,049 | 7,797 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,682,314 | 8,053 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,129,447 | 8,121 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,820,039 | 8,139 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,498,067 | 8,256 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $2,094,196 | 5,605 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,136,669 | 5,202 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,616,274 | 4,042 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||