Position in PCAR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$43,723
+$873 QoQ
Shares Held
364
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#899
of 1,090 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $1,383,753 across 17 Farm & Heavy Construction Machinery names. PCAR ranks #4 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
980 | $1,043,602 | |
| 2 | OSK |
Oshkosh Corp
|
1,001 | $153,633 | |
| 3 | CNH |
CNH Industrial N.V.
|
4,911 | $55,150 | |
| 4 | PCAR |
Paccar Inc
This page
|
364 | $43,723 | |
| 5 | AGCO |
Agco Corp /De
|
240 | $28,728 | |
| 6 | TEX |
Terex Corp
|
199 | $14,405 | |
| 7 | CMCO |
Columbus Mckinnon Corp
|
746 | $11,286 | |
| 8 | LNN |
Lindsay Corp
|
90 | $11,142 |
All Filings in PCAR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,723 | 364 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $42,850 | 371 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $39,861 | 364 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $22,220 | 226 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $18,821 | 198 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $15,481 | 159 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $14,458 | 139 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,532 | 127 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,647 | 16 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,601 | 21 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,171 | 12 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,020 | 12 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,003 | 12 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,781 | 38 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $791 | 8 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||