BARTLETT & CO. WEALTH MANAGEMENT LLC

Position in PCAR — Paccar Inc

CIK 2010186 CINCINNATI, OH

Back to PCAR Full portfolio

Position in PCAR

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,272,911

+$50,113 QoQ

Shares Held

10,597

+0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#471

of 1,090 holders

Holding Since

Mar 2020

26 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, 2026

BARTLETT & CO. WEALTH MANAGEMENT LLC holds $135,505,712 across 6 Farm & Heavy Construction Machinery names. PCAR ranks #3 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DE	Deere & Co	201,866	$128,049,659
2	CAT	Caterpillar Inc	5,555	$5,915,519
3	PCAR	Paccar Inc This page	10,597	$1,272,911
4	FSS	Federal Signal Corp /De/	1,290	$165,752
5	AGCO	Agco Corp /De	808	$96,717
6	CNH	CNH Industrial N.V.	459	$5,154

All Filings in PCAR

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,272,911	10,597	+0.1%	Shares	Sole	2026-07-24
2026-03-31	$1,222,798	10,587	-43.2%	Shares	Sole	2026-05-06
2025-12-31	$2,041,047	18,638	+76.6%	Shares	Sole	2026-01-22
2025-09-30	$1,037,374	10,551	0.0%	Shares	Sole	2025-10-09
2025-06-30	$1,002,978	10,551	+0.0%	Shares	Sole	2025-07-18
2025-03-31	$1,026,961	10,547	-0.2%	Shares	Sole	2025-04-24
2024-12-31	$1,098,971	10,565	0.0%	Shares	Sole	2025-01-17
2024-09-30	$1,042,554	10,565	0.0%	Shares	Sole	2024-10-17
2024-06-30	$1,087,561	10,565	-0.7%	Shares	Sole	2024-07-12
2024-03-31	$1,318,437	10,642	+0.2%	Shares	Sole	2024-05-09
2023-12-31	$1,037,531	10,625	0.0%	Shares	Sole	2024-02-14
2023-09-30	$903,337	10,625	-2.5%	Shares	Sole	2024-02-14
2023-06-30	$911,785	10,900	0.0%	Shares	Sole	2024-02-14
2023-03-31	$797,880	10,900	+43.4%	Shares	Sole	2024-02-14
2022-12-31	$752,172	7,600	-9.3%	Shares	Sole	2024-02-14
2022-09-30	$700,903	8,375	0.0%	Shares	Sole	2024-02-14
2022-06-30	$689,597	8,375	+0.3%	Shares	Sole	2024-02-14
2022-03-31	$735,384	8,350	0.0%	Shares	Sole	2024-02-14
2021-12-31	$736,971	8,350	-0.3%	Shares	Sole	2024-02-14
2021-09-30	$660,638	8,371	+0.1%	Shares	Sole	2024-02-14
2021-06-30	$746,487	8,364	0.0%	Shares	Sole	2024-02-14
2021-03-31	$777,183	8,364	0.0%	Shares	Sole	2024-02-14
2020-12-31	$721,645	8,364	-5.5%	Shares	Sole	2024-02-13
2020-09-30	$754,727	8,850	0.0%	Shares	Sole	2024-02-13
2020-06-30	$662,422	8,850	-0.6%	Shares	Sole	2024-02-13
2020-03-31	$544,056	8,900	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.