Position in ETN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$177,406,817
+$15,191,909 QoQ
Shares Held
496,007
-2.6% QoQ
Ownership
0.128%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 93.18840258302806.ToString("F0")%
Shared 0.ToString("F0")%
None 6.811597416971937.ToString("F0")%
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Derivatives in ETN
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$214,602
PutShares
600
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 Specialty Industrial Machinery
Industrials · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $2,306,911,552 across 43 Specialty Industrial Machinery names. ETN ranks #3 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PH |
Parker-Hannifin Corp
|
566,649 | $507,286,845 | |
| 2 | GEV |
GE Vernova Inc.
|
463,860 | $404,903,390 | |
| 3 | ETN |
Eaton Corp plc
This page
|
496,007 | $177,406,817 | |
| 4 | CMI |
Cummins Inc
|
316,935 | $170,517,364 | |
| 5 | GNRC |
Generac Holdings Inc.
|
661,322 | $129,176,021 | |
| 6 | OTIS |
Otis Worldwide Corp
|
1,546,315 | $119,189,956 | |
| 7 | ITW |
Illinois Tool Works Inc
|
417,825 | $108,755,663 | |
| 8 | DOV |
DOVER Corp
|
441,130 | $91,953,546 |
All Filings in ETN
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $214,602 | 600 | Put | Defined | 2026-05-13 | |
| 2026-03-31 | $177,406,817 | 496,007 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $162,214,908 | 509,293 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $1,871,250 | 5,000 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $211,359,179 | 564,754 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $3,592,800 | 9,600 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $8,282,168 | 23,200 | Call | Defined | 2025-08-05 | |
| 2025-06-30 | $141,054,598 | 395,122 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $119,878,657 | 441,006 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $166,244,962 | 500,934 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $164,375,675 | 495,944 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $134,104,392 | 427,697 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,032,420 | 6,500 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $181,631,432 | 580,886 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $6,020,500 | 25,000 | Call | Defined | 2024-02-08 | |
| 2023-12-31 | $153,358,509 | 636,818 | Shares | Defined | 2024-02-08 | |
| 2023-12-31 | $1,565,330 | 6,500 | Put | Defined | 2024-02-08 | |
| 2023-09-30 | $103,063,933 | 483,233 | Shares | Defined | 2023-11-01 | |
| 2023-09-30 | $1,386,320 | 6,500 | Put | Defined | 2023-11-01 | |
| 2023-06-30 | $72,267,093 | 359,359 | Shares | Defined | 2023-08-02 | |
| 2023-06-30 | $1,307,150 | 6,500 | Put | Defined | 2023-08-02 | |
| 2023-03-31 | $48,494,700 | 283,032 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $52,168,294 | 332,388 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $64,330,326 | 482,381 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $51,217,073 | 406,517 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $57,252,823 | 377,259 | Shares | Defined | 2022-05-12 | |
| 2021-09-30 | $90,027,356 | 602,956 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $87,670,102 | 591,646 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $66,829,614 | 483,292 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $72,787,775 | 605,858 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $58,625,515 | 574,591 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $50,282,974 | 574,794 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $48,318,592 | 621,941 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||