Position in TEX
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$886
+$117 QoQ
Shares Held
15
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TEX Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Mar 31, 2026JPL Wealth Management, LLC holds $13,084,738 across 9 Farm & Heavy Construction Machinery names. TEX ranks #5 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
12,410 | $8,791,987 | |
| 2 | DE |
Deere & Co
|
7,583 | $4,271,503 | |
| 3 | PCAR |
Paccar Inc
|
153 | $17,671 | |
| 4 | OSK |
Oshkosh Corp
|
15 | $2,208 | |
| 5 | TEX |
Terex Corp
This page
|
15 | $886 | |
| 6 | CMCO |
Columbus Mckinnon Corp
|
15 | $217 | |
| 7 | BLBD |
Blue Bird Corp
|
3 | $170 | |
| 8 | MTW |
Manitowoc Co Inc
|
7 | $81 |
All Filings in TEX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $886 | 15 | Shares | Defined | 2026-05-08 | |
| 2025-09-30 | $769 | 15 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||