Position in MTW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$722,418
+$96,196 QoQ
Shares Held
52,010
-3.2% QoQ
Ownership
0.144%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#63
of 167 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MTW Over Time
Shares Held
Position Value (USD)
Derivatives in MTW
reported options exposure · as of Mar 31, 2020CallValue
$91,800
CallShares
10,800
PutValue
$19,550
PutShares
2,300
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, 2026BARCLAYS PLC holds $1,492,961,982 across 20 Farm & Heavy Construction Machinery names. MTW ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
917,019 | $976,533,531 | |
| 2 | DE |
Deere & Co
|
509,463 | $323,167,662 | |
| 3 | PCAR |
Paccar Inc
|
1,162,777 | $139,672,771 | |
| 4 | AGCO |
Agco Corp /De
|
152,469 | $18,250,538 | |
| 5 | OSK |
Oshkosh Corp
|
82,120 | $12,603,775 | |
| 6 | CNH |
CNH Industrial N.V.
|
655,739 | $7,363,948 | |
| 7 | FSS |
Federal Signal Corp /De/
|
56,282 | $7,231,673 | |
| 8 | TEX |
Terex Corp
|
38,675 | $2,799,681 |
All Filings in MTW
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $722,418 | 52,010 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $626,222 | 53,753 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,280,340 | 106,784 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $901,790 | 90,089 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $1,227,674 | 102,136 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $595,682 | 69,346 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $787,937 | 86,302 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $768,599 | 79,896 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $987,739 | 85,667 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $1,480,189 | 104,681 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $1,706,068 | 102,221 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $720,249 | 48,029 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $554,881 | 29,468 | Shares | Sole | 2023-09-20 | |
| 2023-03-31 | $821,979 | 48,250 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $441,879 | 48,326 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $233,483 | 30,127 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $228,237 | 21,675 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $387,102 | 25,670 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,125,084 | 60,521 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $982,663 | 45,876 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $914,854 | 37,341 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,294,419 | 62,775 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $415,697 | 31,232 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $312,556 | 37,165 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $401,089 | 36,865 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $19,550 | 2,300 | Put | Sole | 2020-05-13 | |
| 2020-03-31 | $270,937 | 31,875 | Shares | Sole | 2020-05-13 | |
| 2020-03-31 | $91,800 | 10,800 | Call | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||