Position in OSK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,520,984
-$204,017 QoQ
Shares Held
22,941
-9.3% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#151
of 597 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in OSK Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $311,201,470 across 12 Farm & Heavy Construction Machinery names. OSK ranks #4 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
236,355 | $251,694,439 | |
| 2 | DE |
Deere & Co
|
70,144 | $44,494,443 | |
| 3 | PCAR |
Paccar Inc
|
49,181 | $5,907,621 | |
| 4 | OSK |
Oshkosh Corp
This page
|
22,941 | $3,520,984 | |
| 5 | FSS |
Federal Signal Corp /De/
|
13,084 | $1,681,163 | |
| 6 | TEX |
Terex Corp
|
17,684 | $1,280,144 | |
| 7 | CNH |
CNH Industrial N.V.
|
76,852 | $863,047 | |
| 8 | ALG |
Alamo Group Inc
|
2,666 | $438,530 |
All Filings in OSK
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,520,984 | 22,941 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,725,001 | 25,304 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,525,525 | 12,143 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,449,138 | 11,173 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,267,560 | 11,164 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $942,023 | 10,013 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $309,833 | 3,259 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $314,358 | 3,137 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $346,240 | 3,200 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $318,384 | 2,553 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $396,780 | 3,660 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $283,427 | 2,970 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $383,333 | 4,427 | Shares | Sole | 2023-08-15 | |
| 2022-06-30 | $313,528 | 3,817 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $121,887 | 1,211 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $119,472 | 1,060 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $130,009 | 1,270 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $157,918 | 1,267 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $157,580 | 1,328 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $55,859 | 649 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $73,132 | 995 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $3,125,496 | 43,640 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,202,723 | 34,241 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||