Construction, Mining, And Materials Handling - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2026-06-05 SCHEDULE 13G/A DNOW / DNOW Wellington Management Group Llp 16,879,174 19,311,777 14.41
2026-06-05 13F-HR/A CAT / Caterpillar Oddo Bhf Asset Management Sas 9,996 0 -100.00
2026-06-05 13F-HR/A CHX / ChampionX Oddo Bhf Asset Management Sas 550,000 0 -100.00
2026-06-05 13F-HR/A DTI / Drilling Tools International Oddo Bhf Asset Management Sas 82,056 0 -100.00
2026-06-05 13F-HR/A PFIE / Profire Energy Oddo Bhf Asset Management Sas 2,275,000 0 -100.00
2026-06-04 13F-HR/A CAT / Caterpillar Chelsea Counsel Co 200 200 0.00
2026-06-04 13F-HR DOV / Dover Evansbrook LLC 2,629 2,629 0.00
2026-06-04 SCHEDULE 13G/A FTI / TechnipFMC BlackRock, Inc. 37,448,047 43,575,449 16.36
2026-06-03 13F-HR BKR / Baker Hughes Storebrand Asset Management As 230,246 308,927 34.17
2026-06-03 13F-HR BKR / Baker Hughes Storebrand Asset Management As 206,681
2026-06-03 13F-HR DOV / Dover Storebrand Asset Management As 132,552
2026-06-03 13F-HR CNH / CNH Industrial N.V. Storebrand Asset Management As 935,315 1,450,603 55.09
2026-06-03 13F-HR DOV / Dover Storebrand Asset Management As 133,063 134,176 0.84
2026-06-03 13F-HR DOV / Dover Storebrand Asset Management As 132,552 133,063 0.39
2026-06-03 13F-HR CNH / CNH Industrial N.V. Storebrand Asset Management As 918,747 935,315 1.80
2026-06-03 13F-HR BKR / Baker Hughes Storebrand Asset Management As 206,681 230,246 11.40
2026-06-03 13F-HR CNH / CNH Industrial N.V. Storebrand Asset Management As 918,747
2026-06-03 13F-HR CAT / Caterpillar CoreFirst Bank & Trust 573 464 -19.02
2026-06-03 13F-HR/A CAT / Caterpillar Wealthquest Corp 369 438 18.70
2026-06-03 13F-HR CAT / Caterpillar Storebrand Asset Management As 272,787 0 -100.00
2026-06-03 13F-HR CAT / Caterpillar Storebrand Asset Management As 272,925 272,787 -0.05
2026-06-03 13F-HR CAT / Caterpillar Storebrand Asset Management As 272,925
2026-06-02 13F-HR/A NOV / NOV Parallel Advisors, LLC 12,540 0 -100.00
2026-06-02 13F-HR CAT / Caterpillar First Nebraska Trust Co 1,256
2026-06-02 13F-HR/A MTW / Manitowoc Optiver Holding B.V. 314 314 0.00
2026-06-02 13F-HR/A FET / Forum Energy Technologies Optiver Holding B.V. 94 110 17.02
2026-06-02 13F-HR/A FET / Forum Energy Technologies DV Trading LLC 415 0 -100.00
2026-06-02 13F-HR/A SEI / Solaris Energy Infrastructure DV Trading LLC 5 0 -100.00
2026-06-02 13F-HR CAT / Caterpillar Norris Financial Group, LLC 6,665 5,137 -22.93
2026-06-02 13F-HR/A CAT / Caterpillar DV Trading LLC 160 0 -100.00
2026-06-02 13F-HR/A CAT / Caterpillar Parallel Advisors, LLC 12,292 0 -100.00
2026-06-02 13F-HR/A ASTE / Astec Industries Optiver Holding B.V. 65 0 -100.00
2026-06-02 13F-HR/A SEI / Solaris Energy Infrastructure Optiver Holding B.V. 35
2026-06-02 13F-HR/A NOV / NOV Parallel Advisors, LLC 12,540 0 -100.00
2026-06-02 13F-HR CAT / Caterpillar Norris Financial Group, LLC 6,665
2026-06-02 13F-HR/A PLOW / Douglas Dynamics Optiver Holding B.V. 134 198 47.76
2026-06-02 13F-HR/A ASTE / Astec Industries Parallel Advisors, LLC 15 0 -100.00
2026-06-02 13F-HR CAT / Caterpillar Blue Edge Capital, LLC 13,116 13,657 4.12
2026-06-02 13F-HR/A NOV / NOV DV Trading LLC 600 0 -100.00
2026-06-02 13F-HR/A DNOW / DNOW Optiver Holding B.V. 9 0 -100.00
2026-06-02 13F-HR/A DTI / Drilling Tools International Optiver Holding B.V. 59 59 0.00
2026-06-02 13F-HR/A WHD / Cactus Optiver Holding B.V. 51 0 -100.00
2026-06-02 13F-HR/A CMCO / Columbus McKinnon Optiver Holding B.V. 80 184 130.00
2026-06-02 13F-HR/A BKR / Baker Hughes Optiver Holding B.V. 115,100
2026-06-02 13F-HR/A TEX / Terex Optiver Holding B.V. 467 782 67.45
2026-06-02 13F-HR/A CNH / CNH Industrial N.V. Optiver Holding B.V. 32,572 168,263 416.59
2026-06-02 13F-HR/A DOV / Dover DV Trading LLC 500 0 -100.00
2026-06-02 13F-HR/A FTI / TechnipFMC Parallel Advisors, LLC 3,823 0 -100.00
2026-06-02 13F-HR/A BKR / Baker Hughes DV Trading LLC 1,236 0 -100.00
2026-06-02 13F-HR/A BKR / Baker Hughes Optiver Holding B.V. 6,552 54,591 733.20
2026-06-02 13F-HR/A BKR / Baker Hughes Optiver Holding B.V. 178,800
2026-06-02 13F-HR/A OIS / Oil States International Optiver Holding B.V. 480 4,980 937.50
2026-06-02 13F-HR/A CNH / CNH Industrial N.V. Parallel Advisors, LLC 4,740 0 -100.00
2026-06-02 13F-HR/A TEX / Terex Parallel Advisors, LLC 3,277 0 -100.00
2026-06-02 13F-HR/A HY / Hyster-Yale Parallel Advisors, LLC 41 0 -100.00
2026-06-02 13F-HR/A CNH / CNH Industrial N.V. DV Trading LLC 120 0 -100.00
2026-06-02 13F-HR/A BKR / Baker Hughes Parallel Advisors, LLC 11,649 0 -100.00
2026-06-02 13F-HR/A HY / Hyster-Yale Optiver Holding B.V. 0 1,012
2026-06-02 13F-HR/A DOV / Dover Optiver Holding B.V. 1,156 0 -100.00
2026-06-02 13F-HR/A DOV / Dover Parallel Advisors, LLC 2,818 0 -100.00
2026-06-01 13F-HR DOV / Dover Caerus Investment Advisors, LLC 3,605 3,606 0.03
2026-06-01 13F-HR FTI / TechnipFMC Caerus Investment Advisors, LLC 23,766 24,025 1.09
2026-06-01 13F-HR CNH / CNH Industrial N.V. Caerus Investment Advisors, LLC 28,964 20,348 -29.75
2026-06-01 13F-HR CAT / Caterpillar Flagship Wealth Advisors, Llc 40 73 82.50
2026-06-01 13F-HR CAT / Caterpillar First Nebraska Trust Co 1,256 1,272 1.27
2026-06-01 13F-HR CAT / Caterpillar Integrated Investment Consultants, LLC 1,199 1,276 6.42
2026-06-01 13F-HR CAT / Caterpillar Foguth Wealth Management, LLC. 445 750 68.54
2026-06-01 13F-HR CAT / Caterpillar Dala Group, LLC 1,043
2026-06-01 13F-HR CAT / Caterpillar Caerus Investment Advisors, LLC 576 578 0.35
2026-06-01 13F-HR CAT / Caterpillar Concorde Asset Management, LLC 850 685 -19.41
2026-06-01 13F-HR CAT / Caterpillar Financial Solutions Advisory Group, Inc. 620
2026-05-29 13F-HR CAT / Caterpillar Roehl & Yi Investment Advisors, LLC 0 616
2026-05-29 13F-HR CAT / Caterpillar Mullaney, Keating & Wright, Inc. 900
2026-05-29 13F-HR CAT / Caterpillar Roehl & Yi Investment Advisors, LLC 703
2026-05-29 13F-HR CAT / Caterpillar Keel Point, LLC 4,106 3,531 -14.00
2026-05-29 13F-HR CAT / Caterpillar Asset Dedication, LLC 13,983 11,452 -18.10
2026-05-29 13F-HR CAT / Caterpillar Mullaney, Keating & Wright, Inc. 900 925 2.78
2026-05-29 13F-HR CAT / Caterpillar Mullaney, Keating & Wright, Inc. 900 900 0.00
2026-05-29 13F-HR CAT / Caterpillar Krane Financial Solutions LLC 587
2026-05-29 13F-HR CAT / Caterpillar Mullaney, Keating & Wright, Inc. 900 900 0.00
2026-05-29 13F-HR CAT / Caterpillar Ipsen Advisor Group LLC 575 558 -2.96
2026-05-29 13F-HR CAT / Caterpillar Roehl & Yi Investment Advisors, LLC 703 0 -100.00
2026-05-29 13F-HR CAT / Caterpillar Mullaney, Keating & Wright, Inc. 900 900 0.00
2026-05-29 13F-HR CAT / Caterpillar Mullaney, Keating & Wright, Inc. 900 900 0.00
2026-05-29 13F-HR CAT / Caterpillar Roehl & Yi Investment Advisors, LLC 616 616 0.00
2026-05-29 13F-HR CAT / Caterpillar Mullaney, Keating & Wright, Inc. 925 925 0.00
2026-05-29 13F-HR CAT / Caterpillar Mullaney, Keating & Wright, Inc. 925 925 0.00
2026-05-29 13F-HR DOV / Dover Asset Dedication, LLC 0 1
2026-05-29 13F-HR BKR / Baker Hughes Keel Point, LLC 6,470 3,357 -48.11
2026-05-29 13F-HR BKR / Baker Hughes Asset Dedication, LLC 247 47 -80.97
2026-05-28 13F-HR DOV / Dover Henshaw Capital LLC 124,025 124,025 0.00
2026-05-28 13F-HR BHI / Baker Hughes Henshaw Capital LLC 4,056 4,056 0.00
2026-05-28 13F-HR DOV / Dover Henshaw Capital LLC 124,025 124,025 0.00
2026-05-28 13F-HR BHI / Baker Hughes Henshaw Capital LLC 4,056 4,056 0.00
2026-05-28 13F-HR DOV / Dover Henshaw Capital LLC 124,025 124,025 0.00
2026-05-28 13F-HR DOV / Dover Henshaw Capital LLC 124,025 124,025 0.00
2026-05-28 13F-HR DOV / Dover Henshaw Capital LLC 124,025 124,025 0.00
2026-05-28 13F-HR BHI / Baker Hughes Henshaw Capital LLC 4,056
2026-05-28 13F-HR BHI / Baker Hughes Henshaw Capital LLC 4,056 0 -100.00
2026-05-28 13F-HR BHI / Baker Hughes Henshaw Capital LLC 4,056 4,056 0.00
2026-05-28 13F-HR DRQ / Dril-Quip Henshaw Capital LLC 3,569 0 -100.00
2026-05-28 13F-HR DOV / Dover Henshaw Capital LLC 124,025 124,025 0.00
2026-05-28 13F-HR KMTUY / Komatsu - Depositary Receipt Cozad Asset Management Inc 5,269
2026-05-28 13F-HR DOV / Dover Henshaw Capital LLC 124,025 124,025 0.00
2026-05-28 13F-HR DOV / Dover Henshaw Capital LLC 124,025 124,025 0.00
2026-05-28 13F-HR DOV / Dover Henshaw Capital LLC 71,500 124,025 73.46
2026-05-28 13F-HR DRQ / Dril-Quip Henshaw Capital LLC 3,569 3,569 0.00
2026-05-28 13F-HR DRQ / Dril-Quip Henshaw Capital LLC 3,569
2026-05-28 13F-HR DOV / Dover Henshaw Capital LLC 124,025 124,025 0.00
2026-05-28 13F-HR DOV / Dover Henshaw Capital LLC 124,025 124,025 0.00
2026-05-28 13F-HR DOV / Dover Henshaw Capital LLC 71,500
2026-05-28 13F-HR DRQ / Dril-Quip Henshaw Capital LLC 0 3,569
2026-05-28 13F-HR DOV / Dover Henshaw Capital LLC 124,025 124,025 0.00
2026-05-28 13F-HR DRQ / Dril-Quip Henshaw Capital LLC 3,569 0 -100.00
2026-05-28 13F-HR TEX / Terex Cozad Asset Management Inc 25,532 22,925 -10.21
2026-05-28 13F-HR DOV / Dover Henshaw Capital LLC 124,025 124,025 0.00
2026-05-28 13F-HR CAT / Caterpillar Henshaw Capital LLC 34,060
2026-05-28 13F-HR CAT / Caterpillar Henshaw Capital LLC 34,060 34,060 0.00
2026-05-28 13F-HR CMCO / Columbus McKinnon Henshaw Capital LLC 0 6,395
2026-05-28 13F-HR CMCO / Columbus McKinnon Henshaw Capital LLC 6,395 6,395 0.00
2026-05-28 13F-HR CMCO / Columbus McKinnon Henshaw Capital LLC 6,395 10,134 58.47
2026-05-28 13F-HR CAT / Caterpillar Henshaw Capital LLC 44,335 44,335 0.00
2026-05-28 13F-HR CMCO / Columbus McKinnon Henshaw Capital LLC 12,243 16,572 35.36
2026-05-28 13F-HR CMCO / Columbus McKinnon Henshaw Capital LLC 6,395 6,395 0.00
2026-05-28 13F-HR CMCO / Columbus McKinnon Henshaw Capital LLC 10,134 12,014 18.55
2026-05-28 13F-HR CMCO / Columbus McKinnon Henshaw Capital LLC 16,572 0 -100.00
2026-05-28 13F-HR CAT / Caterpillar Henshaw Capital LLC 34,060 44,335 30.17
2026-05-28 13F-HR CHX / ChampionX Henshaw Capital LLC 7,141 5,396 -24.44
2026-05-28 13F-HR CAT / Caterpillar Cozad Asset Management Inc 8,276 8,006 -3.26
2026-05-28 13F-HR FET / Forum Energy Technologies Keyframe Capital Partners, L.P. 578,449 0 -100.00
2026-05-28 13F-HR CAT / Caterpillar Henshaw Capital LLC 44,335 44,335 0.00
2026-05-28 13F-HR CHX / ChampionX Henshaw Capital LLC 7,141
2026-05-28 13F-HR CAT / Caterpillar Henshaw Capital LLC 44,335 44,335 0.00
2026-05-28 13F-HR CMCO / Columbus McKinnon Henshaw Capital LLC 8,293 6,395 -22.89
2026-05-28 13F-HR WHD / Cactus Carlson Capital L P 0 34,018
2026-05-28 13F-HR CMCO / Columbus McKinnon Henshaw Capital LLC 6,395 6,395 0.00
2026-05-28 13F-HR CHX / ChampionX Henshaw Capital LLC 5,396 0 -100.00
2026-05-28 13F-HR CMCO / Columbus McKinnon Henshaw Capital LLC 6,248
2026-05-28 13F-HR CAT / Caterpillar Henshaw Capital LLC 44,335 44,335 0.00
2026-05-28 13F-HR CMCO / Columbus McKinnon Henshaw Capital LLC 6,248 6,248 0.00
2026-05-28 13F-HR CMCO / Columbus McKinnon Henshaw Capital LLC 8,293 8,293 0.00
2026-05-28 13F-HR CMCO / Columbus McKinnon Henshaw Capital LLC 6,395 6,395 0.00
2026-05-28 13F-HR CMCO / Columbus McKinnon Henshaw Capital LLC 8,293 8,293 0.00
2026-05-28 13F-HR CMCO / Columbus McKinnon Henshaw Capital LLC 6,395 0 -100.00
2026-05-28 13F-HR CMCO / Columbus McKinnon Henshaw Capital LLC 6,395 6,395 0.00
2026-05-28 13F-HR CMCO / Columbus McKinnon Henshaw Capital LLC 6,395 6,395 0.00
2026-05-28 13F-HR CMCO / Columbus McKinnon Henshaw Capital LLC 6,248 8,293 32.73
2026-05-28 13F-HR CMCO / Columbus McKinnon Henshaw Capital LLC 16,572 16,572 0.00
2026-05-28 13F-HR CMCO / Columbus McKinnon Henshaw Capital LLC 12,014 12,243 1.91
2026-05-28 13F-HR CMCO / Columbus McKinnon Henshaw Capital LLC 16,572 16,572 0.00
2026-05-28 13F-HR CMCO / Columbus McKinnon Henshaw Capital LLC 6,248 6,248 0.00
2026-05-28 13F-HR CMCO / Columbus McKinnon Henshaw Capital LLC 12,014 12,014 0.00
2026-05-28 13F-HR CMCO / Columbus McKinnon Henshaw Capital LLC 8,293 8,293 0.00
2026-05-28 13F-HR CMCO / Columbus McKinnon Henshaw Capital LLC 16,572 16,572 0.00
2026-05-27 13F-HR/A CAT / Caterpillar Morgan Stanley 7,237,293 7,075,119 -2.24
2026-05-27 13F-HR CAT / Caterpillar Birmingham Capital Management Co Inc/al 39,830 39,123 -1.78
2026-05-27 13F-HR/A MTW / Manitowoc Morgan Stanley 804,860 830,449 3.18
2026-05-27 13F-HR CAT / Caterpillar Kentucky Farm Bureau Mutual Insurance Co 5,000
2026-05-27 13F-HR/A CAT / Caterpillar Morgan Stanley 7,288,145 7,237,293 -0.70
2026-05-27 13F-HR/A DTI / Drilling Tools International Morgan Stanley 78,908 32,407 -58.93
2026-05-27 13F-HR/A DTI / Drilling Tools International Morgan Stanley 32,407 25,180 -22.30
2026-05-27 13F-HR/A CHX / ChampionX Morgan Stanley 1,118,127 0 -100.00
2026-05-27 13F-HR/A SEI / Solaris Energy Infrastructure Morgan Stanley 1,891,539 2,091,364 10.56
2026-05-27 13F-HR/A NOV / NOV Morgan Stanley 1,969,166 2,158,398 9.61
2026-05-27 13F-HR CAT / Caterpillar Allen Capital Group, LLC 3,977 4,020 1.08
2026-05-27 13F-HR CAT / Caterpillar Security Financial Services, INC. 3,609 3,665 1.55
2026-05-27 13F-HR/A ASTE / Astec Industries Morgan Stanley 435,541 443,563 1.84
2026-05-27 13F-HR/A NOV / NOV Morgan Stanley 2,082,134 1,969,166 -5.43
2026-05-27 13F-HR/A GPUS / Hyperscale Data Morgan Stanley 0 2,000
2026-05-27 13F-HR CAT / Caterpillar Kentucky Farm Bureau Mutual Insurance Co 10,000 15,000 50.00
2026-05-27 13F-HR CAT / Caterpillar Alpine Woods Capital Investors, Llc 821 821 0.00
2026-05-27 13F-HR CAT / Caterpillar Westshore Wealth, LLC 1,210 1,174 -2.98
2026-05-27 13F-HR/A ASTE / Astec Industries Morgan Stanley 470,696 435,541 -7.47
2026-05-27 13F-HR/A DNOW / DNOW Morgan Stanley 965,150 1,920,148 98.95
2026-05-27 13F-HR/A FET / Forum Energy Technologies Morgan Stanley 93,921 81,199 -13.55
2026-05-27 13F-HR/A FET / Forum Energy Technologies Morgan Stanley 81,199 80,952 -0.30
2026-05-27 13F-HR/A DNOW / DNOW Morgan Stanley 1,251,369 965,150 -22.87
2026-05-27 13F-HR/A WHD / Cactus Morgan Stanley 825,946 692,360 -16.17
2026-05-27 13F-HR/A WHD / Cactus Morgan Stanley 889,966 825,946 -7.19
2026-05-27 13F-HR/A PLOW / Douglas Dynamics Morgan Stanley 179,115 146,271 -18.34
2026-05-27 13F-HR/A SEI / Solaris Energy Infrastructure Morgan Stanley 1,584,239 1,891,539 19.40
2026-05-27 13F-HR/A PLOW / Douglas Dynamics Morgan Stanley 146,271 183,242 25.28
2026-05-27 13F-HR/A MTW / Manitowoc Morgan Stanley 830,449 780,847 -5.97
2026-05-27 13F-HR/A ADFI / Two Roads Shared Trust - Anfield Dynamic Fixed Income ETF Morgan Stanley 942 0 -100.00
2026-05-27 13F-HR/A CMCO / Columbus McKinnon Morgan Stanley 945,996 719,079 -23.99
2026-05-27 13F-HR/A CMCO / Columbus McKinnon Morgan Stanley 719,079 601,927 -16.29
2026-05-27 13F-HR CAT / Caterpillar Kentucky Farm Bureau Mutual Insurance Co 5,000 10,000 100.00
2026-05-27 13F-HR CAT / Caterpillar Kentucky Farm Bureau Mutual Insurance Co 10,000 10,000 0.00
2026-05-27 13F-HR/A CAM / AB Active ETFs Inc. - AB California Intermediate Municipal ETF Morgan Stanley 0 656,016
2026-05-27 13F-HR/A BKR / Baker Hughes Actiam N.v. 4,465,829 4,935,331 10.51
2026-05-27 13F-HR/A FTI / TechnipFMC Morgan Stanley 3,200,238 3,424,367 7.00
2026-05-27 13F-HR/A FTI / TechnipFMC Morgan Stanley 3,424,367 3,034,155 -11.40
2026-05-27 13F-HR/A BKR / Baker Hughes Morgan Stanley 16,029,201 13,474,866 -15.94
2026-05-27 13F-HR/A SHYF / Shyft Group Morgan Stanley 448,537 0 -100.00
2026-05-27 13F-HR/A DOV / Dover Morgan Stanley 2,658,798 2,479,823 -6.73
2026-05-27 13F-HR/A CNH / CNH Industrial N.V. Morgan Stanley 12,412,516 12,849,454 3.52
2026-05-27 13F-HR BKR / Baker Hughes Birmingham Capital Management Co Inc/al 17,500 17,500 0.00
2026-05-27 13F-HR/A BKR / Baker Hughes Morgan Stanley 15,893,317 16,029,201 0.85
2026-05-27 13F-HR/A DOV / Dover Morgan Stanley 2,633,438 2,658,798 0.96
2026-05-27 13F-HR DOV / Dover Alpine Woods Capital Investors, Llc 1,100 1,100 0.00
2026-05-27 13F-HR BKR / Baker Hughes Alpine Woods Capital Investors, Llc 39,319 36,165 -8.02
2026-05-27 13F-HR/A CNH / CNH Industrial N.V. Morgan Stanley 12,849,454 10,130,435 -21.16
2026-05-27 13F-HR/A HY / Hyster-Yale Morgan Stanley 168,098 135,406 -19.45
2026-05-27 13F-HR/A GENC / Gencor Industries Morgan Stanley 32,363 37,455 15.73
2026-05-27 13F-HR/A GENC / Gencor Industries Morgan Stanley 34,387 32,363 -5.89
2026-05-27 13F-HR/A WFRD / Weatherford International Morgan Stanley 724,817 638,091 -11.97
2026-05-27 13F-HR/A TEX / Terex Morgan Stanley 1,082,837 941,765 -13.03
2026-05-27 13F-HR/A TEX / Terex Morgan Stanley 941,765 1,669,042 77.22
2026-05-27 13F-HR/A OIS / Oil States International Morgan Stanley 1,009,910 981,839 -2.78
2026-05-27 13F-HR/A OIS / Oil States International Morgan Stanley 1,309,587 1,009,910 -22.88
2026-05-27 13F-HR/A WFRD / Weatherford International Morgan Stanley 638,091 608,408 -4.65
2026-05-27 13F-HR/A HY / Hyster-Yale Morgan Stanley 135,406 143,178 5.74
2026-05-26 13F-HR/A FTI / TechnipFMC Flatrock Wealth Partners LLC 5,413
2026-05-26 13F-HR FTI / TechnipFMC Flatrock Wealth Partners LLC 5,685
2026-05-26 13F-HR CAT / Caterpillar Axiom Investment Management LLC 1,699 0 -100.00
2026-05-26 13F-HR CAT / Caterpillar Ruggaard & Associates LLC 453 441 -2.65
2026-05-26 13F-HR CAT / Caterpillar Summit Financial Wealth Advisors, LLC 438 448 2.28
2026-05-26 13F-HR CAT / Caterpillar Serenity Investment Advisors 265
2026-05-26 13F-HR CAT / Caterpillar Flatrock Wealth Partners LLC 633
2026-05-26 13F-HR/A CAT / Caterpillar Flatrock Wealth Partners LLC 602
2026-05-22 13F-HR CAT / Caterpillar Wellington Grp LLC 1,321
2026-05-22 13F-HR CAT / Caterpillar Groupama Asset Managment 12,237 10,356 -15.37
2026-05-22 13F-HR CMCO / Columbus McKinnon Wellington Grp LLC 3 0 -100.00
2026-05-22 13F-HR CAT / Caterpillar Wellington Grp LLC 1,321 1,590 20.36
2026-05-22 13F-HR/A CAT / Caterpillar Wellington Grp LLC 1,321
2026-05-22 13F-HR AULT / Ault Alliance WNY Asset Management, LLC 43,350
2026-05-22 13F-HR PLOW / Douglas Dynamics Wellington Grp LLC 2
2026-05-22 13F-HR PLOW / Douglas Dynamics Wellington Grp LLC 2 0 -100.00
2026-05-22 13F-HR CAT / Caterpillar WNY Asset Management, LLC 920 920 0.00
2026-05-22 13F-HR/A CAT / Caterpillar Summitry Llc 22,508 20,310 -9.77
2026-05-22 13F-HR CMCO / Columbus McKinnon Wellington Grp LLC 3
2026-05-22 13F-HR/A DOV / Dover Wellington Grp LLC 393
2026-05-22 13F-HR BKR / Baker Hughes Groupama Asset Managment 1,921,008 1,932,305 0.59
2026-05-22 13F-HR BKR / Baker Hughes Wellington Grp LLC 24
2026-05-22 13F-HR BKR / Baker Hughes Wellington Grp LLC 24 0 -100.00
2026-05-22 13F-HR GENC / Gencor Industries Wellington Grp LLC 6
2026-05-22 13F-HR DOV / Dover Wellington Grp LLC 393
2026-05-22 13F-HR GENC / Gencor Industries Wellington Grp LLC 6 0 -100.00
2026-05-22 13F-HR DOV / Dover Wellington Grp LLC 393 361 -8.14
2026-05-22 13F-HR DOV / Dover Groupama Asset Managment 9,528 0 -100.00
2026-05-21 13F-HR FTI / TechnipFMC Groupe la Francaise 150 0 -100.00
2026-05-21 13F-HR FTI / TechnipFMC Argent Capital Management Llc 101,184
2026-05-21 13F-HR WFRD / Weatherford International Essential Partners LLC 326
2026-05-21 13F-HR FTI / TechnipFMC Essential Partners LLC 37,317 43,373 16.23
2026-05-21 13F-HR FTI / TechnipFMC Essential Partners LLC 43,373 43,873 1.15
2026-05-21 13F-HR WFRD / Weatherford International Essential Partners LLC 326 362 11.04
2026-05-21 13F-HR OIS / Oil States International Essential Partners LLC 9,410 9,410 0.00
2026-05-21 13F-HR OIS / Oil States International Essential Partners LLC 7,647
2026-05-21 13F-HR OIS / Oil States International Essential Partners LLC 9,436 9,410 -0.28
2026-05-21 13F-HR SHYF / Shyft Group Essential Partners LLC 5