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Caerus Investment Advisors’s PACCAR PCAR Stock Holding History

Caerus Investment Advisors’s Portfolio PCAR Stock Details PCAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$257K Buy
2,222
+2
+0.1% +$242 0.11% 196
2025
Q4 		$243K Buy
+2,220
New +$228K 0.08% 269

Other funds holding PCAR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Caerus Investment Advisors's PCAR Position: Q1 2026 in Review

Caerus Investment Advisors increased its PACCAR (PCAR) stake by 0.09% in Q1 2026, buying an estimated $242 and bringing the position to 2,222 shares worth $257K. The position accounts for 0.11% of the portfolio, ranked #196.

Caerus Investment Advisors first reported a position in PCAR in Q4 2025 and has held it in 2 quarters since. 1,077 funds tracked by Wall St. Rank hold PCAR as of Q1 2026.

  • Caerus Investment Advisors held 2,222 shares of PACCAR worth $257K as of Q1 2026.
  • Caerus Investment Advisors bought 2 PACCAR shares in Q1 2026, an estimated $242.
  • PACCAR made up 0.11% of Caerus Investment Advisors's portfolio in Q1 2026, its #196 holding.
  • Caerus Investment Advisors first reported a position in PACCAR in Q4 2025 and has held it in 2 quarters since.
  • 1,077 funds tracked by Wall St. Rank held PACCAR as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.