Position in DE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,714,001
+$360,677 QoQ
Shares Held
5,855
-1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#755
of 2,638 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Wealth Enhancement Trust Services, Inc. holds $5,811,522 across 9 Farm & Heavy Construction Machinery names. DE ranks #1 (63.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DE |
Deere & Co
This page
|
5,855 | $3,714,001 | |
| 2 | CAT |
Caterpillar Inc
|
1,938 | $2,063,775 | |
| 3 | OSK |
Oshkosh Corp
|
158 | $24,249 | |
| 4 | BLBD |
Blue Bird Corp
|
41 | $3,237 | |
| 5 | AGCO |
Agco Corp /De
|
25 | $2,992 | |
| 6 | PCAR |
Paccar Inc
|
17 | $2,041 | |
| 7 | CMCO |
Columbus Mckinnon Corp
|
59 | $892 | |
| 8 | MTW |
Manitowoc Co Inc
|
19 | $263 |
All Filings in DE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,714,001 | 5,855 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $3,353,324 | 5,953 | Shares | Defined | 2026-04-08 | |
| 2025-12-31 | $1,977,740 | 4,248 | Shares | Defined | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||