Position in PCAR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$324,684
+$61,113 QoQ
Shares Held
2,703
+18.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#710
of 1,094 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PCAR Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $6,867,996 across 9 Farm & Heavy Construction Machinery names. PCAR ranks #3 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
3,838 | $4,087,086 | |
| 2 | DE |
Deere & Co
|
3,756 | $2,382,543 | |
| 3 | PCAR |
Paccar Inc
This page
|
2,703 | $324,684 | |
| 4 | TEX |
Terex Corp
|
318 | $23,020 | |
| 5 | GENC |
Gencor Industries Inc
|
1,380 | $20,589 | |
| 6 | CNH |
CNH Industrial N.V.
|
1,368 | $15,362 | |
| 7 | AGCO |
Agco Corp /De
|
79 | $9,456 | |
| 8 | WNC |
WABASH NATIONAL Corp
|
316 | $4,266 |
All Filings in PCAR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,684 | 2,703 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $263,571 | 2,282 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $254,282 | 2,322 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $228,299 | 2,322 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $220,729 | 2,322 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $360,755 | 3,705 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $385,394 | 3,705 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $365,609 | 3,705 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $381,392 | 3,705 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $336,485 | 2,716 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $265,217 | 2,716 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $236,355 | 2,780 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $232,547 | 2,780 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $203,496 | 2,780 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||