Position in PCAR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$106,777,550
-$19,919,251 QoQ
Shares Held
888,924
-19.0% QoQ
Ownership
0.169%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#67
of 1,094 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 13%
Shared 0%
None 86%
Common Shares in PCAR Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Focus Partners Wealth holds $470,999,590 across 7 Farm & Heavy Construction Machinery names. PCAR ranks #2 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
285,159 | $303,665,819 | |
| 2 | PCAR |
Paccar Inc
This page
|
888,924 | $106,777,550 | |
| 3 | DE |
Deere & Co
|
73,030 | $46,325,119 | |
| 4 | CNH |
CNH Industrial N.V.
|
476,452 | $5,350,555 | |
| 5 | AGCO |
Agco Corp /De
|
37,322 | $4,467,443 | |
| 6 | OSK |
Oshkosh Corp
|
15,692 | $2,408,408 | |
| 7 | TEX |
Terex Corp
|
27,693 | $2,004,696 |
All Filings in PCAR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,777,550 | 888,924 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $126,696,801 | 1,096,942 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $131,707,677 | 1,202,700 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $679,882 | 6,915 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,341,962 | 14,117 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,324,621 | 13,604 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,226,603 | 11,792 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $1,041,271 | 10,552 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,069,546 | 10,390 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $591,946 | 4,778 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $293,828 | 3,009 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||