Position in PCAR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,010,449
+$263,049 QoQ
Shares Held
8,412
+30.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#510
of 1,090 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, 2026Integrated Wealth Concepts LLC holds $64,669,410 across 19 Farm & Heavy Construction Machinery names. PCAR ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
40,838 | $43,488,386 | |
| 2 | OSK |
Oshkosh Corp
|
63,482 | $9,743,217 | |
| 3 | DE |
Deere & Co
|
12,637 | $8,016,028 | |
| 4 | AGCO |
Agco Corp /De
|
10,186 | $1,219,264 | |
| 5 | PCAR |
Paccar Inc
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|
8,412 | $1,010,449 | |
| 6 | CNH |
CNH Industrial N.V.
|
35,654 | $400,394 | |
| 7 | TEX |
Terex Corp
|
3,344 | $242,072 | |
| 8 | BLBD |
Blue Bird Corp
|
1,694 | $133,758 |
All Filings in PCAR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,010,449 | 8,412 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $747,400 | 6,471 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $350,103 | 3,197 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $413,828 | 4,209 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $555,055 | 5,839 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $384,416 | 3,948 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $424,401 | 4,080 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $474,749 | 4,811 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $494,112 | 4,800 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $591,203 | 4,772 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $433,370 | 4,438 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $418,553 | 4,923 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $406,204 | 4,856 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $269,010 | 3,675 | Shares | Other | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||