Creative Planning

Position in TEX — Terex Corp

CIK 1540235 OVERLAND PARK, KS

Position in TEX

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$5,512,197

+$3,035,045 QoQ

Shares Held

93,269

+101.0% QoQ

Ownership

0.082%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Industrials · as of Mar 31, 2026

Creative Planning holds $360,245,824 across 18 Farm & Heavy Construction Machinery names. TEX ranks #5 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc	365,769	$259,132,705
2	DE	Deere & Co	104,065	$58,619,814
3	PCAR	Paccar Inc	116,606	$13,467,992
4	FSS	Federal Signal Corp /De/	51,507	$5,569,966
5	TEX	Terex Corp This page	93,269	$5,512,197
6	CNH	CNH Industrial N.V.	297,228	$3,269,508
7	OSK	Oshkosh Corp	22,153	$3,261,142
8	LNN	Lindsay Corp	18,417	$2,192,912

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,512,197	93,269	+101.0%	Shares	Sole	2026-05-12
2025-12-31	$2,477,152	46,406	-3.8%	Shares	Sole	2026-02-17
2025-09-30	$2,474,557	48,237	+10.0%	Shares	Sole	2025-11-14
2025-06-30	$2,047,496	43,853	+56.2%	Shares	Defined	2025-08-08
2025-03-31	$1,060,635	28,074	+104.7%	Shares	Sole	2025-05-15
2024-12-31	$634,045	13,718	-31.4%	Shares	Defined	2025-02-14
2024-09-30	$1,058,093	19,998	+15.4%	Shares	Defined	2024-10-11
2024-06-30	$950,590	17,334	+18.5%	Shares	Defined	2024-08-15
2024-03-31	$941,914	14,626	+18.3%	Shares	Defined	2024-05-13
2023-12-31	$710,492	12,365	+38.3%	Shares	Defined	2024-02-14
2023-09-30	$515,180	8,941	+20.2%	Shares	Sole	2023-11-16
2023-06-30	$445,134	7,440	+50.3%	Shares	Sole	2023-07-21
2023-03-31	$239,481	4,950	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.