Position in TEX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,551,079
+$1,247,347 QoQ
Shares Held
26,245
+361.2% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in TEX Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026CWM, LLC holds $150,687,775 across 20 Farm & Heavy Construction Machinery names. TEX ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
130,235 | $92,266,288 | |
| 2 | PCAR |
Paccar Inc
|
249,041 | $28,764,235 | |
| 3 | DE |
Deere & Co
|
21,606 | $12,170,659 | |
| 4 | OSK |
Oshkosh Corp
|
39,703 | $5,844,678 | |
| 5 | CNH |
CNH Industrial N.V.
|
497,941 | $5,477,351 | |
| 6 | TEX |
Terex Corp
This page
|
26,245 | $1,551,079 | |
| 7 | HY |
Hyster-Yale, Inc.
|
42,204 | $1,372,052 | |
| 8 | CMCO |
Columbus Mckinnon Corp
|
47,642 | $692,238 |
All Filings in TEX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,551,079 | 26,245 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $303,732 | 5,690 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $271,274 | 5,288 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $255,067 | 5,463 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,879,138 | 76,208 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,471,399 | 75,106 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $144,708 | 2,735 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $171,100 | 3,120 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $121,200 | 1,882 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $58,551 | 1,019 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $375,912 | 6,524 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $387,758 | 6,481 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $36,139 | 747 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $33,108 | 775 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $21,472 | 722 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $6,951 | 254 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $10,733 | 301 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $9,581 | 218 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||