CWM, LLC

Position in HY — Hyster-Yale, Inc.

CIK 1535847 OMAHA, NE

Position in HY

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$1,372,052

+$142,266 QoQ

Shares Held

42,204

+2.0% QoQ

Ownership

0.236%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Mar 31, 2026

CWM, LLC holds $150,687,775 across 20 Farm & Heavy Construction Machinery names. HY ranks #7 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc	130,235	$92,266,288
2	PCAR	Paccar Inc	249,041	$28,764,235
3	DE	Deere & Co	21,606	$12,170,659
4	OSK	Oshkosh Corp	39,703	$5,844,678
5	CNH	CNH Industrial N.V.	497,941	$5,477,351
6	TEX	Terex Corp	26,245	$1,551,079
7	HY	Hyster-Yale, Inc. This page	42,204	$1,372,052
8	CMCO	Columbus Mckinnon Corp	47,642	$692,238

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,372,052	42,204	+2.0%	Shares	Sole	2026-05-14
2025-12-31	$1,229,786	41,393	-2.1%	Shares	Sole	2026-01-26
2025-09-30	$1,558,477	42,281	-0.1%	Shares	Sole	2025-10-15
2025-06-30	$1,682,892	42,305	+2.2%	Shares	Sole	2025-07-25
2025-03-31	$1,718,966	41,381	-0.8%	Shares	Sole	2025-05-01
2024-12-31	$2,124,341	41,711	-0.3%	Shares	Sole	2025-02-04
2024-09-30	$2,667,754	41,834	-0.4%	Shares	Sole	2024-10-08
2024-06-30	$2,928,102	41,992	+0.5%	Shares	Sole	2024-07-10
2024-03-31	$2,682,306	41,800	+30635.3%	Shares	Sole	2024-04-05
2023-12-31	$8,457	136	+277.8%	Shares	Sole	2024-02-01
2023-09-30	$1,604	36	0.0%	Shares	Sole	2023-10-11
2023-06-30	$2,010	36	0.0%	Shares	Sole	2023-08-03
2023-03-31	$1,796	36	0.0%	Shares	Sole	2023-05-01
2022-12-31	$911	36	0.0%	Shares	Sole	2023-02-01
2022-09-30	$774	36	—	Shares	Sole	2022-10-27
No filing history on record for this holder in this stock.