Position in MTW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$240,824
+$121,901 QoQ
Shares Held
17,338
+69.8% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#93
of 167 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in MTW Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $789,089,577 across 20 Farm & Heavy Construction Machinery names. MTW ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DE |
Deere & Co
|
522,480 | $331,424,737 | |
| 2 | CAT |
Caterpillar Inc
|
307,274 | $327,216,082 | |
| 3 | PCAR |
Paccar Inc
|
973,874 | $116,981,743 | |
| 4 | CNH |
CNH Industrial N.V.
|
354,501 | $3,981,045 | |
| 5 | FSS |
Federal Signal Corp /De/
|
20,349 | $2,614,642 | |
| 6 | BLBD |
Blue Bird Corp
|
30,451 | $2,404,410 | |
| 7 | TEX |
Terex Corp
|
17,922 | $1,297,373 | |
| 8 | OSK |
Oshkosh Corp
|
7,109 | $1,091,089 |
All Filings in MTW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,824 | 17,338 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $118,923 | 10,208 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $31,773 | 2,650 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,334 | 433 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,204 | 433 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,284 | 848 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $3,788 | 415 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||