GRIMES & Co WEALTH MANAGEMENT, LLC

Position in PCAR — Paccar Inc

CIK 1321993 WESTBOROUGH, MA

Position in PCAR

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,004,322

-$35,524 QoQ

Shares Held

8,361

-7.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#513

of 1,094 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

GRIMES & Co WEALTH MANAGEMENT, LLC holds $9,505,244 across 3 Farm & Heavy Construction Machinery names. PCAR ranks #3 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc	5,291	$5,634,385
2	DE	Deere & Co	4,519	$2,866,537
3	PCAR	Paccar Inc This page	8,361	$1,004,322

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,004,322	8,361	-7.1%	Shares	Other	2026-07-17
2026-03-31	$1,039,846	9,003	-2.0%	Shares	Sole	2026-04-21
2025-12-31	$1,006,068	9,187	-16.7%	Shares	Sole	2026-02-03
2025-09-30	$1,084,174	11,027	-6.0%	Shares	Sole	2025-10-27
2025-06-30	$1,115,624	11,736	-4.1%	Shares	Sole	2025-07-22
2025-03-31	$1,192,198	12,244	-5.2%	Shares	Sole	2025-04-17
2024-12-31	$1,343,834	12,919	-9.0%	Shares	Sole	2025-01-21
2024-09-30	$1,400,861	14,196	-0.6%	Shares	Sole	2024-10-22
2024-06-30	$1,470,497	14,285	-0.8%	Shares	Sole	2024-07-22
2024-03-31	$1,784,016	14,400	-0.1%	Shares	Sole	2024-04-17
2023-12-31	$1,407,038	14,409	+5.9%	Shares	Sole	2024-01-24
2023-09-30	$1,156,782	13,606	-0.5%	Shares	Sole	2023-10-19
2023-06-30	$1,143,579	13,671	+0.1%	Shares	Sole	2023-07-19
2023-03-31	$1,000,058	13,662	+50.0%	Shares	Sole	2023-04-20
2022-12-31	$901,220	9,106	+0.1%	Shares	Sole	2023-01-25
2022-09-30	$761,662	9,101	-5.0%	Shares	Sole	2022-10-28
2022-06-30	$788,487	9,576	-0.2%	Shares	Sole	2022-07-22
2022-03-31	$845,207	9,597	-21.0%	Shares	Sole	2022-05-06
2021-12-31	$1,071,829	12,144	+0.0%	Shares	Sole	2022-02-01
2021-09-30	$958,246	12,142	+20.6%	Shares	Sole	2021-11-08
2021-06-30	$898,479	10,067	-7.0%	Shares	Sole	2021-08-04
2021-03-31	$1,006,138	10,828	-0.8%	Shares	Sole	2021-05-12
2020-12-31	$942,005	10,918	+0.0%	Shares	Sole	2021-02-02
2020-09-30	$931,001	10,917	-1.0%	Shares	Sole	2020-11-12
2020-06-30	$825,146	11,024	-7.1%	Shares	Sole	2020-07-31
2020-03-31	$725,062	11,861	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.