Position in TWI
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$23,679,690
-$1,550,792 QoQ
Shares Held
3,426,873
+6.3% QoQ
Ownership
5.31%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95%
Shared 3%
None 2%
Common Shares in TWI Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $5,580,131,801 across 20 Farm & Heavy Construction Machinery names. TWI ranks #13 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
2,746,073 | $1,945,482,876 | |
| 2 | DE |
Deere & Co
|
1,945,820 | $1,096,080,404 | |
| 3 | PCAR |
Paccar Inc
|
5,146,495 | $594,420,171 | |
| 4 | OSK |
Oshkosh Corp
|
3,051,511 | $449,212,931 | |
| 5 | AGCO |
Agco Corp /De
|
3,537,474 | $409,887,111 | |
| 6 | CNH |
CNH Industrial N.V.
|
29,204,840 | $321,253,240 | |
| 7 | TEX |
Terex Corp
|
4,442,435 | $262,547,906 | |
| 8 | FSS |
Federal Signal Corp /De/
|
1,208,087 | $130,642,526 |
All Filings in TWI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,679,690 | 3,426,873 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $25,230,482 | 3,222,284 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $24,481,909 | 3,238,348 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $32,489,174 | 3,163,503 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $25,879,129 | 3,084,521 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $22,509,025 | 3,315,026 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $28,464,592 | 3,501,180 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $24,677,677 | 3,330,321 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $42,653,569 | 3,423,240 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $50,702,630 | 3,407,435 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $42,865,845 | 3,191,798 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $33,457,355 | 2,914,404 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $30,457,182 | 2,906,220 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $45,062,093 | 2,941,390 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $35,310,414 | 2,908,601 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $44,041,836 | 2,916,678 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $43,114,459 | 2,926,983 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $32,085,312 | 2,927,492 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $21,726,275 | 3,034,396 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $27,507,898 | 3,243,856 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $30,610,943 | 3,298,593 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $16,601,390 | 3,415,924 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $10,151,425 | 3,512,604 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $5,760,146 | 3,945,306 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $7,109,409 | 4,586,716 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||