Position in TWI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$385,861
-$73,423 QoQ
Shares Held
55,841
-4.8% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in TWI 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. TWI ranks #9 (0.2% 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
|
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 TWI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $385,861 | 55,841 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $459,284 | 58,657 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $423,995 | 56,084 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $577,728 | 56,254 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $437,035 | 52,090 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $381,706 | 56,216 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $454,507 | 55,905 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $427,912 | 57,748 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $732,012 | 58,749 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $918,096 | 61,700 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $843,739 | 62,825 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $721,231 | 62,825 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $711,990 | 67,938 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,040,810 | 67,938 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,040,762 | 85,730 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $914,003 | 60,530 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||