Position in PCAR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$58,222,882
+$13,137,574 QoQ
Shares Held
484,706
+24.2% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#83
of 1,094 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in PCAR Over Time
Shares Held
Position Value (USD)
Derivatives in PCAR
reported options exposure · as of Dec 31, 2023CallValue
$0
CallShares
0
PutValue
$7,909,650
PutShares
81,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $1,022,697,146 across 8 Farm & Heavy Construction Machinery names. PCAR ranks #3 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
714,120 | $760,466,384 | |
| 2 | DE |
Deere & Co
|
287,708 | $182,501,812 | |
| 3 | PCAR |
Paccar Inc
This page
|
484,706 | $58,222,882 | |
| 4 | AGCO |
Agco Corp /De
|
60,266 | $7,213,838 | |
| 5 | CNH |
CNH Industrial N.V.
|
546,592 | $6,138,226 | |
| 6 | FSS |
Federal Signal Corp /De/
|
38,528 | $4,950,459 | |
| 7 | OSK |
Oshkosh Corp
|
13,280 | $2,038,212 | |
| 8 | TEX |
Terex Corp
|
16,098 | $1,165,333 |
All Filings in PCAR
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,222,882 | 484,706 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $45,085,308 | 390,349 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $51,449,985 | 469,820 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $41,763,186 | 424,768 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $34,308,862 | 360,918 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $46,816,369 | 480,809 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $64,783,134 | 622,795 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $55,935,077 | 566,833 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $59,422,216 | 577,251 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $74,240,461 | 599,245 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $67,552,120 | 691,778 | Shares | Defined | 2024-02-08 | |
| 2023-12-31 | $7,909,650 | 81,000 | Put | Defined | 2024-02-08 | |
| 2023-09-30 | $47,387,680 | 557,371 | Shares | Defined | 2023-11-01 | |
| 2023-09-30 | $4,591,080 | 54,000 | Put | Defined | 2023-11-01 | |
| 2023-06-30 | $29,859,868 | 356,962 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $22,157,273 | 302,695 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $28,881,126 | 291,817 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $18,982,134 | 226,815 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $23,115,042 | 280,727 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $24,376,436 | 276,785 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $28,693,411 | 325,101 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $47,823,038 | 605,969 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $36,253,436 | 406,201 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $37,415,463 | 402,663 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $41,596,017 | 482,105 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $30,788,616 | 361,030 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $25,815,537 | 344,897 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $20,834,611 | 340,825 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||