MONTAG A & ASSOCIATES INC

Position in TEX — Terex Corp

CIK 829407 ATLANTA, GA

Position in TEX

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$37,425

New position

Shares Held

517

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#387

of 480 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

MONTAG A & ASSOCIATES INC holds $16,345,167 across 5 Farm & Heavy Construction Machinery names. TEX ranks #4 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc	12,260	$13,055,674
2	DE	Deere & Co	4,982	$3,160,232
3	OSK	Oshkosh Corp	520	$79,809
4	TEX	Terex Corp This page	517	$37,425
5	CNH	CNH Industrial N.V.	1,071	$12,027

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,425	517	—	Shares	Sole	2026-08-05
No filing history on record for this holder in this stock.