Perigon Wealth Management, LLC

Position in TEX — Terex Corp

CIK 1575239 SAN FRANCISCO, CA

Position in TEX

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$725,782

+$112,088 QoQ

Shares Held

10,026

-3.4% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#240

of 480 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 37% Shared 0% None 63%

Industrials · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $24,899,168 across 5 Farm & Heavy Construction Machinery names. TEX ranks #3 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DE	Deere & Co	19,232	$12,199,434
2	CAT	Caterpillar Inc	10,528	$11,211,267
3	TEX	Terex Corp This page	10,026	$725,782
4	PCAR	Paccar Inc	4,604	$553,032
5	OSK	Oshkosh Corp	1,366	$209,653

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$725,782	10,026	-3.4%	Shares	Sole	2026-08-07
2026-03-31	$613,694	10,384	+12.3%	Shares	Sole	2026-04-10
2025-12-31	$493,551	9,246	+2.5%	Shares	Sole	2026-01-16
2025-09-30	$462,623	9,018	+0.2%	Shares	Sole	2025-10-17
2025-06-30	$420,256	9,001	-12.4%	Shares	Sole	2025-07-16
2025-03-31	$388,265	10,277	+6.3%	Shares	Sole	2025-04-23
2024-12-31	$446,947	9,670	-5.5%	Shares	Sole	2025-01-22
2024-09-30	$541,586	10,236	+5.4%	Shares	Sole	2024-10-16
2024-06-30	$532,825	9,716	+11.9%	Shares	Sole	2024-08-02
2024-03-31	$559,249	8,684	-1.7%	Shares	Sole	2024-04-29
2023-12-31	$507,429	8,831	+6.8%	Shares	Sole	2024-01-29
2023-09-30	$476,402	8,268	-0.0%	Shares	Sole	2023-10-30
2023-06-30	$494,794	8,270	-3.6%	Shares	Sole	2023-08-02
2023-03-31	$414,906	8,576	-2.6%	Shares	Sole	2023-05-03
2022-12-31	$376,235	8,807	+3.8%	Shares	Sole	2023-05-01
2022-09-30	$252,373	8,486	—	Shares	Sole	2022-12-13
No filing history on record for this holder in this stock.