Position in PCAR
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$24,024
+$21,245 QoQ
Shares Held
208
+670.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
2 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, 2026Opal Wealth Advisors, LLC holds $1,790,096 across 1 Farm & Heavy Construction Machinery name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
1,681 | $1,790,096 |
All Filings in PCAR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,024 | 208 | Shares | Sole | 2026-04-14 | |
| 2024-06-30 | $2,779 | 27 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||