Position in TEX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$51,252
+$5,627 QoQ
Shares Held
708
-8.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#376
of 480 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TEX Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Allworth Financial LP holds $93,943,794 across 20 Farm & Heavy Construction Machinery names. TEX ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
79,655 | $84,824,608 | |
| 2 | DE |
Deere & Co
|
11,781 | $7,473,041 | |
| 3 | PCAR |
Paccar Inc
|
6,330 | $760,359 | |
| 4 | OSK |
Oshkosh Corp
|
2,922 | $448,468 | |
| 5 | CNH |
CNH Industrial N.V.
|
9,792 | $109,964 | |
| 6 | BLBD |
Blue Bird Corp
|
957 | $75,564 | |
| 7 | TEX |
Terex Corp
This page
|
708 | $51,252 | |
| 8 | WNC |
WABASH NATIONAL Corp
|
3,311 | $44,698 |
All Filings in TEX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,252 | 708 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $45,625 | 772 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,398 | 251 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $12,158 | 237 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $9,338 | 200 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $6,611 | 175 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $6,285 | 136 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $8,201 | 155 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $10,419 | 190 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $12,042 | 187 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $9,251 | 161 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $3,802 | 66 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $3,051 | 51 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,902 | 60 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,178 | 51 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,368 | 46 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,920 | 399 | Shares | Sole | 2022-07-13 | |
| 2021-12-31 | $22,897 | 521 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $10,946 | 260 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||