Position in PCAR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$489,729
New position
Shares Held
4,077
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#629
of 1,090 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026Avantra Family Wealth, Inc. holds $2,234,035 across 2 Farm & Heavy Construction Machinery names. PCAR ranks #2 (21.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
1,638 | $1,744,306 | |
| 2 | PCAR |
Paccar Inc
This page
|
4,077 | $489,729 |
All Filings in PCAR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $489,729 | 4,077 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||