Position in PCAR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$14,914,099
+$2,871,607 QoQ
Shares Held
124,160
+19.1% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#189
of 1,090 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PCAR Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Bogart Wealth, LLC holds $17,736,802 across 10 Farm & Heavy Construction Machinery names. PCAR ranks #1 (84.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCAR |
Paccar Inc
This page
|
124,160 | $14,914,099 | |
| 2 | CAT |
Caterpillar Inc
|
2,048 | $2,180,915 | |
| 3 | DE |
Deere & Co
|
982 | $622,912 | |
| 4 | TWI |
Titan International Inc
|
516 | $3,978 | |
| 5 | CNH |
CNH Industrial N.V.
|
348 | $3,908 | |
| 6 | MTW |
Manitowoc Co Inc
|
271 | $3,764 | |
| 7 | TEX |
Terex Corp
|
51 | $3,691 | |
| 8 | OSK |
Oshkosh Corp
|
16 | $2,455 |
All Filings in PCAR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,914,099 | 124,160 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $12,042,492 | 104,264 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $15,928,886 | 145,456 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $14,250,599 | 144,941 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $13,898,057 | 146,203 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $13,713,298 | 140,837 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $14,405,105 | 138,484 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $13,824,870 | 140,098 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $11,854,570 | 115,160 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $13,750,303 | 110,988 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $11,973,843 | 122,620 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $10,451,678 | 122,932 | Shares | Sole | 2023-10-30 | |
| No filing history on record for this holder in this stock. | ||||||