Position in TWI
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$3,728,241
+$505,962 QoQ
Shares Held
539,543
+31.1% QoQ
Ownership
0.836%
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 100%
Shared 0%
None 0%
Common Shares in TWI Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $7,354,925,466 across 19 Farm & Heavy Construction Machinery names. TWI ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
5,677,578 | $4,022,336,907 | |
| 2 | DE |
Deere & Co
|
2,782,402 | $1,567,327,042 | |
| 3 | PCAR |
Paccar Inc
|
11,629,436 | $1,343,199,857 | |
| 4 | OSK |
Oshkosh Corp
|
978,610 | $144,061,175 | |
| 5 | FSS |
Federal Signal Corp /De/
|
682,765 | $73,834,204 | |
| 6 | AGCO |
Agco Corp /De
|
543,955 | $63,028,063 | |
| 7 | CNH |
CNH Industrial N.V.
|
4,327,002 | $47,597,022 | |
| 8 | BLBD |
Blue Bird Corp
|
529,345 | $30,061,501 |
All Filings in TWI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,728,241 | 539,543 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $3,222,279 | 411,530 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $3,810,321 | 504,011 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $6,001,684 | 584,390 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,628,691 | 432,502 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,177,412 | 173,404 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,158,059 | 142,443 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $821,827 | 110,908 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,582,269 | 126,988 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,458,101 | 165,195 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,531,810 | 114,059 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,169,409 | 188,973 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,601,919 | 152,855 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,622,219 | 105,889 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,000,395 | 82,405 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $868,008 | 57,484 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $927,179 | 62,945 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $732,434 | 66,828 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $383,689 | 53,588 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $415,000 | 48,939 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $346,180 | 37,304 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $49,691 | 10,225 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $13,939 | 4,824 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $64,653 | 44,285 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $58,530 | 37,762 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||