Position in PCAR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$319,519
+$12,982 QoQ
Shares Held
2,660
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#711
of 1,090 holders
Holding Since
Dec 2023
11 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, 2026Capital Advisors Wealth Management, LLC holds $1,845,520 across 2 Farm & Heavy Construction Machinery names. PCAR ranks #2 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
1,433 | $1,526,001 | |
| 2 | PCAR |
Paccar Inc
This page
|
2,660 | $319,519 |
All Filings in PCAR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,519 | 2,660 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $306,537 | 2,654 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $289,982 | 2,648 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $299,384 | 3,045 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $288,126 | 3,031 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $294,446 | 3,024 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $339,729 | 3,266 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $331,170 | 3,356 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $323,746 | 3,145 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $376,253 | 3,037 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $271,467 | 2,780 | Shares | Sole | 2024-01-09 | |
| No filing history on record for this holder in this stock. | ||||||