Position in OSK
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,587,659
+$475,457 QoQ
Shares Held
10,785
+21.8% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in OSK Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $167,746,645 across 13 Farm & Heavy Construction Machinery names. OSK ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
156,746 | $111,048,271 | |
| 2 | DE |
Deere & Co
|
48,611 | $27,382,576 | |
| 3 | PCAR |
Paccar Inc
|
176,106 | $20,340,243 | |
| 4 | CNH |
CNH Industrial N.V.
|
226,239 | $2,488,629 | |
| 5 | OSK |
Oshkosh Corp
This page
|
10,785 | $1,587,659 | |
| 6 | AGCO |
Agco Corp /De
|
13,597 | $1,575,484 | |
| 7 | TEX |
Terex Corp
|
19,227 | $1,136,315 | |
| 8 | BLBD |
Blue Bird Corp
|
10,518 | $597,317 |
All Filings in OSK
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,587,659 | 10,785 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,112,202 | 8,853 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,050,829 | 8,102 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $792,395 | 6,979 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $567,302 | 6,030 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $220,662 | 2,202 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $229,925 | 2,125 | Shares | Sole | 2024-08-12 | |
| 2023-09-30 | $214,431 | 2,247 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $227,212 | 2,624 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $228,162 | 2,743 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $315,632 | 3,579 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $266,750 | 3,795 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $805,218 | 9,803 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $758,095 | 7,532 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $768,005 | 6,814 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $644,623 | 6,297 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $710,074 | 5,697 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $633,881 | 5,342 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $438,354 | 5,093 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $359,047 | 4,885 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $351,009 | 4,901 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $383,278 | 5,958 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||