Position in MTW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$468,078
+$182,677 QoQ
Shares Held
33,699
+37.6% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#77
of 167 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MTW Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Creative Planning holds $521,681,894 across 18 Farm & Heavy Construction Machinery names. MTW ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
379,703 | $404,345,723 | |
| 2 | DE |
Deere & Co
|
105,275 | $66,779,090 | |
| 3 | PCAR |
Paccar Inc
|
119,255 | $14,324,909 | |
| 4 | FSS |
Federal Signal Corp /De/
|
53,933 | $6,929,850 | |
| 5 | TEX |
Terex Corp
|
94,715 | $6,856,418 | |
| 6 | OSK |
Oshkosh Corp
|
33,650 | $5,164,601 | |
| 7 | ALG |
Alamo Group Inc
|
25,879 | $4,256,836 | |
| 8 | CNH |
CNH Industrial N.V.
|
271,740 | $3,051,639 |
All Filings in MTW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $468,078 | 33,699 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $285,401 | 24,498 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $226,491 | 18,890 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $176,696 | 20,570 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||