Position in TWI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$187,337
-$38,033 QoQ
Shares Held
27,111
-5.8% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in TWI Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026LPL Financial LLC holds $1,094,991,523 across 15 Farm & Heavy Construction Machinery names. TWI ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
1,099,268 | $778,787,407 | |
| 2 | DE |
Deere & Co
|
462,151 | $260,329,658 | |
| 3 | PCAR |
Paccar Inc
|
319,019 | $36,846,694 | |
| 4 | OSK |
Oshkosh Corp
|
29,434 | $4,332,979 | |
| 5 | AGCO |
Agco Corp /De
|
29,679 | $3,438,905 | |
| 6 | FSS |
Federal Signal Corp /De/
|
28,278 | $3,057,982 | |
| 7 | TEX |
Terex Corp
|
49,745 | $2,939,929 | |
| 8 | CNH |
CNH Industrial N.V.
|
202,327 | $2,225,597 |
All Filings in TWI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $187,337 | 27,111 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $225,370 | 28,783 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $216,669 | 28,660 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $288,823 | 28,123 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $233,426 | 27,822 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $110,446 | 16,266 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $132,088 | 16,247 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $106,837 | 14,418 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||