Position in TEX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,280,144
+$383,006 QoQ
Shares Held
17,684
+16.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#208
of 482 holders
Holding Since
Jun 2020
17 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in TEX Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $311,201,470 across 12 Farm & Heavy Construction Machinery names. TEX ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
236,355 | $251,694,439 | |
| 2 | DE |
Deere & Co
|
70,144 | $44,494,443 | |
| 3 | PCAR |
Paccar Inc
|
49,181 | $5,907,621 | |
| 4 | OSK |
Oshkosh Corp
|
22,941 | $3,520,984 | |
| 5 | FSS |
Federal Signal Corp /De/
|
13,084 | $1,681,163 | |
| 6 | TEX |
Terex Corp
This page
|
17,684 | $1,280,144 | |
| 7 | CNH |
CNH Industrial N.V.
|
76,852 | $863,047 | |
| 8 | ALG |
Alamo Group Inc
|
2,666 | $438,530 |
All Filings in TEX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,280,144 | 17,684 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $897,138 | 15,180 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $220,939 | 4,139 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $216,126 | 4,213 | Shares | Sole | 2025-11-19 | |
| 2024-03-31 | $202,216 | 3,140 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $241,274 | 4,199 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $218,437 | 3,791 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $225,858 | 3,775 | Shares | Sole | 2023-08-15 | |
| 2022-06-30 | $63,115 | 2,306 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $72,782 | 2,041 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $96,250 | 2,190 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $87,399 | 2,076 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $98,716 | 2,073 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $90,112 | 1,956 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $41,344 | 1,185 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $21,354 | 1,103 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $19,577 | 1,043 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||