EP Wealth Advisors, LLC

Position in PCAR — Paccar Inc

CIK 1540569 TORRANCE, CA

Position in PCAR

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$1,815,429

-$132,534 QoQ

Shares Held

15,718

-11.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $44,104,140 across 5 Farm & Heavy Construction Machinery names.

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc	34,715	$36,968,003
2	DE	Deere & Co	8,855	$5,616,992
3	OSK	Oshkosh Corp	3,525	$541,017
4	AGCO	Agco Corp /De	4,376	$523,807
5	ALG	Alamo Group Inc	2,762	$454,321

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,815,429	15,718	-11.6%	Shares	Sole	2026-05-14
2025-12-31	$1,947,963	17,788	-4.5%	Shares	Sole	2026-02-18
2025-06-30	$1,769,732	18,617	+4.6%	Shares	Sole	2025-08-14
2025-03-31	$1,733,380	17,802	-2.0%	Shares	Sole	2025-05-15
2024-12-31	$1,888,691	18,157	-2.0%	Shares	Sole	2025-02-14
2024-09-30	$1,828,047	18,525	+11.4%	Shares	Sole	2024-11-15
2024-06-30	$1,712,406	16,635	-0.1%	Shares	Sole	2024-08-19
2024-03-31	$2,063,264	16,654	+5.9%	Shares	Sole	2024-05-14
2023-12-31	$1,535,448	15,724	+89.7%	Shares	Sole	2024-02-28
2023-09-30	$704,900	8,291	-45.1%	Shares	Sole	2023-11-24
2023-06-30	$1,263,533	15,105	-0.3%	Shares	Sole	2023-08-14
2023-03-31	$1,108,540	15,144	+332.8%	Shares	Sole	2023-06-05
2022-12-31	$346,296	3,499	-12.1%	Shares	Sole	2023-06-12
2022-06-30	$327,630	3,979	-1.0%	Shares	Sole	2022-08-11
2022-03-31	$353,865	4,018	+0.8%	Shares	Sole	2022-05-20
2021-12-31	$351,980	3,988	+34.7%	Shares	Sole	2022-02-17
2021-09-30	$233,681	2,961	-1.0%	Shares	Sole	2021-11-23
2021-06-30	$266,946	2,991	+1.1%	Shares	Sole	2021-08-24
2021-03-31	$274,950	2,959	-0.1%	Shares	Sole	2021-05-17
2020-12-31	$255,475	2,961	—	Shares	Sole	2021-02-18
No filing history on record for this holder in this stock.