Position in HY
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$426,888
+$181,959 QoQ
Shares Held
13,131
+59.3% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in HY Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026Creative Planning holds $360,245,824 across 18 Farm & Heavy Construction Machinery names. HY ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
365,769 | $259,132,705 | |
| 2 | DE |
Deere & Co
|
104,065 | $58,619,814 | |
| 3 | PCAR |
Paccar Inc
|
116,606 | $13,467,992 | |
| 4 | FSS |
Federal Signal Corp /De/
|
51,507 | $5,569,966 | |
| 5 | TEX |
Terex Corp
|
93,269 | $5,512,197 | |
| 6 | CNH |
CNH Industrial N.V.
|
297,228 | $3,269,508 | |
| 7 | OSK |
Oshkosh Corp
|
22,153 | $3,261,142 | |
| 8 | LNN |
Lindsay Corp
|
18,417 | $2,192,912 |
All Filings in HY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $426,888 | 13,131 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $244,929 | 8,244 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||