Position in TWI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,688,667
+$1,655,766 QoQ
Shares Held
967,970
+50.6% QoQ
Ownership
1.50%
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 89%
Shared 0%
None 11%
Common Shares in TWI Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026MORGAN STANLEY holds $9,066,452,982 across 24 Farm & Heavy Construction Machinery names. TWI ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
7,499,662 | $5,313,210,534 | |
| 2 | DE |
Deere & Co
|
4,249,565 | $2,393,779,957 | |
| 3 | PCAR |
Paccar Inc
|
6,803,130 | $785,761,510 | |
| 4 | OSK |
Oshkosh Corp
|
868,653 | $127,874,403 | |
| 5 | FSS |
Federal Signal Corp /De/
|
774,921 | $83,799,950 | |
| 6 | AGCO |
Agco Corp /De
|
713,355 | $82,656,436 | |
| 7 | CNH |
CNH Industrial N.V.
|
7,397,890 | $81,376,790 | |
| 8 | TEX |
Terex Corp
|
1,211,306 | $71,588,179 |
All Filings in TWI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,688,667 | 967,970 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,032,901 | 642,772 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $3,958,466 | 523,607 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $7,244,249 | 705,380 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $6,198,888 | 738,843 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $5,305,696 | 781,399 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $7,771,008 | 955,844 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $6,841,049 | 923,219 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $5,624,078 | 451,371 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $8,755,611 | 588,415 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $5,706,148 | 424,881 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $4,736,267 | 412,567 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,741,606 | 357,024 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $7,069,564 | 461,460 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $5,974,041 | 492,096 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,351,308 | 553,067 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $4,095,321 | 278,026 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $3,004,408 | 274,125 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,337,882 | 466,185 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,616,561 | 544,406 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $2,948,765 | 317,755 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $4,912,759 | 1,010,856 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $488,412 | 169,001 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,394,507 | 1,640,074 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $563,382 | 363,473 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||