Position in DE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$182,501,812
+$40,795,252 QoQ
Shares Held
287,708
+14.4% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#74
of 2,638 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in DE Over Time
Shares Held
Position Value (USD)
Derivatives in DE
reported options exposure · as of Mar 31, 2026CallValue
$1,126,600
CallShares
2,000
PutValue
$1,126,600
PutShares
2,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $1,022,697,146 across 8 Farm & Heavy Construction Machinery names. DE ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
714,120 | $760,466,384 | |
| 2 | DE |
Deere & Co
This page
|
287,708 | $182,501,812 | |
| 3 | PCAR |
Paccar Inc
|
484,706 | $58,222,882 | |
| 4 | AGCO |
Agco Corp /De
|
60,266 | $7,213,838 | |
| 5 | CNH |
CNH Industrial N.V.
|
546,592 | $6,138,226 | |
| 6 | FSS |
Federal Signal Corp /De/
|
38,528 | $4,950,459 | |
| 7 | OSK |
Oshkosh Corp
|
13,280 | $2,038,212 | |
| 8 | TEX |
Terex Corp
|
16,098 | $1,165,333 |
All Filings in DE
Export CSV
36 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $182,501,812 | 287,708 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,126,600 | 2,000 | Put | Defined | 2026-05-13 | |
| 2026-03-31 | $1,126,600 | 2,000 | Call | Defined | 2026-05-13 | |
| 2026-03-31 | $141,706,560 | 251,565 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $136,456,234 | 293,095 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $137,379,648 | 300,441 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $133,928,635 | 263,385 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $146,282,309 | 311,670 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $150,697,375 | 355,670 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $157,161,883 | 376,589 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $138,121,294 | 369,674 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $149,789,070 | 364,681 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,399,545 | 3,500 | Put | Defined | 2024-02-08 | |
| 2023-12-31 | $2,399,220 | 6,000 | Call | Defined | 2024-02-08 | |
| 2023-12-31 | $153,503,692 | 383,884 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $186,940,841 | 495,365 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $191,710,783 | 473,138 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $181,640,361 | 439,935 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $198,141,998 | 462,128 | Shares | Defined | 2023-02-01 | |
| 2022-12-31 | $2,143,800 | 5,000 | Put | Defined | 2023-02-01 | |
| 2022-09-30 | $116,234,117 | 348,121 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $6,677,800 | 20,000 | Put | Defined | 2022-11-10 | |
| 2022-06-30 | $114,298,112 | 381,668 | Shares | Defined | 2022-08-11 | |
| 2022-06-30 | $5,989,400 | 20,000 | Put | Defined | 2022-08-11 | |
| 2022-03-31 | $158,564,876 | 381,661 | Shares | Defined | 2022-05-12 | |
| 2022-03-31 | $12,879,260 | 31,000 | Put | Defined | 2022-05-12 | |
| 2021-12-31 | $139,103,611 | 405,680 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $181,165,308 | 540,679 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $225,591,901 | 639,596 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $248,658,304 | 664,613 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $192,104,925 | 714,012 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $158,571,829 | 715,480 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $4,070,185 | 25,900 | Call | Defined | 2020-08-12 | |
| 2020-06-30 | $34,180,125 | 217,500 | Put | Defined | 2020-08-12 | |
| 2020-06-30 | $103,097,940 | 656,048 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $94,114,726 | 681,201 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||