WealthPlan Investment Management, LLC

Position in PCAR — Paccar Inc

CIK 1929986 OMAHA, NE

Back to PCAR Full portfolio

Position in PCAR

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$280,239

+$1,653 QoQ

Shares Held

2,333

-3.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#741

of 1,094 holders

Holding Since

Mar 2023

10 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, 2026

WealthPlan Investment Management, LLC holds $14,001,763 across 3 Farm & Heavy Construction Machinery names. PCAR ranks #3 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc	12,152	$12,940,664
2	DE	Deere & Co	1,231	$780,860
3	PCAR	Paccar Inc This page	2,333	$280,239

All Filings in PCAR

Export CSV

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$280,239	2,333	-3.3%	Shares	Sole	2026-07-28
2026-03-31	$278,586	2,412	+5.0%	Shares	Sole	2026-04-29
2025-12-31	$251,653	2,298	+0.7%	Shares	Sole	2026-02-05
2025-09-30	$224,267	2,281	+0.3%	Shares	Sole	2025-10-27
2025-06-30	$216,261	2,275	+0.3%	Shares	Sole	2025-07-28
2025-03-31	$220,835	2,268	+0.2%	Shares	Sole	2025-05-12
2024-12-31	$235,397	2,263	+29.8%	Shares	Sole	2025-01-30
2024-03-31	$215,940	1,743	+0.5%	Shares	Sole	2024-05-16
2023-06-30	$145,049	1,734	+0.3%	Shares	Sole	2023-08-14
2023-03-31	$126,489	1,728	—	Shares	Sole	2023-05-08
No filing history on record for this holder in this stock.