TEX β€” TEREX CORP NEW

Ownership history in Cascade Investment Advisors, Inc.  Β·  5 quarters on record

This page tracks every 13F SEC filing in which Cascade Investment Advisors, Inc. reported a position in TEREX CORP NEW (TEX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.87% (2025 Q4)
πŸ“Š Avg. % of fund
0.74%
πŸ“… First filed
2024 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
5

Position Intelligence

Cascade Investment Advisors, Inc. Γ— TEX AI Analytics

πŸ“ˆ Cascade Investment Advisors, Inc. outperformed the S&P 500 by +3.5% annually on this TEX position. Timing score: 75% (3/4 decisions correct). Average cost basis: $45.84. Maximum drawdown during holding period: –17.9%.

πŸ“ˆ Position Alpha vs SPY
+3.5%
annualised excess return

βœ… Outperformed SPY on this position by 3.5% ann.
4 quarters analyzed

⏱️ Timing Score
75%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
3 of 4 add/trim decisions correct

πŸ’° Entry Quality
$45.84
+16.1% vs current ($53.24)

Best entry: $37.27 (2025 Q1)  Β·  Worst: $53.24 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–17.9%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

5 adds Β· 0 trims. Bought during 1 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Cascade Investment Advisors, Inc. has been actively increasing its TEX allocation β€” a bullish signal from insiders.
Currently 0.87% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    TEX price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 27,675 +1,845 +7.1% 0.87% $1.5M $53.24
2025 Q3 ADDED 25,830 +1,100 +4.4% 0.80% $1.3M $50.98
2025 Q2 ADDED 24,730 +475 +2.0% 0.74% $1.2M $46.23
2025 Q1 ADDED 24,255 +1,105 +4.8% 0.62% $916K $37.27
2024 Q4 INITIATED 23,150 β€” β€” 0.69% $1.1M $45.41
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