PACCAR Inc
US ˙ NasdaqGS ˙ US6937181088

SecurityPCAR / PACCAR Inc
InstitutionWetherby Asset Management Inc
Latest Disclosed Ownership11,542 shares
Latest Disclosed Value $ 1,134,810
Wetherby Asset Management Inc reports 4.77% increase in ownership of PCAR / PACCAR Inc

On November 14, 2025 - Wetherby Asset Management Inc filed a 13F-HR form disclosing ownership of 11,542 shares of PACCAR Inc (US:PCAR) valued at $1,134,809 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 11,016 shares of PACCAR Inc. This represents a change in shares of 4.77% during the quarter. The current value of the position is $1,346,721 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2025-11-14 2025-09-30 13F PACCAR COM 693718108 11,542 526 4.77 1,135 8.31 0.0463
2025-08-14 2025-06-30 13F PACCAR COM 693718108 11,016 -284 -2.51 1,047 -10.89 0.0466
2025-02-14 2024-12-31 13F PACCAR COM 693718108 11,300 -367 -3.15 1,175 2.09 0.0564
2024-11-14 2024-09-30 13F PACCAR COM 693718108 11,667 -226 -1.90 1,151 -5.96 0.0526
2024-08-14 2024-06-30 13F PACCAR COM 693718108 11,893 -347 -2.83 1,224 -19.26 0.0577
2024-05-15 2024-03-31 13F PACCAR COM 693718108 12,240 -37 -0.30 1,516 26.54 0.0723
2024-02-14 2023-12-31 13F PACCAR COM 693718108 12,277 -51 -0.41 1,199 14.31 0.0624
2023-11-14 2023-09-30 13F PACCAR COM 693718108 12,328 395 3.31 1,048 5.01 0.0594
2023-08-14 2023-06-30 13F PACCAR COM 693718108 11,933 -146 -1.21 998 12.90 0.0538
2023-05-12 2023-03-31 13F PACCAR COM 693718108 12,079 4,217 53.64 884 13.62 0.0517
2023-02-14 2022-12-31 13F PACCAR COM 693718108 7,862 58 0.74 778 19.14 0.0500
2022-11-14 2022-09-30 13F PACCAR COM 693718108 7,804 150 1.96 653 3.65 0.0460
2022-08-15 2022-06-30 13F PACCAR COM 693718108 7,654 -493 -6.05 630 -12.26 0.0430
2022-05-16 2022-03-31 13F PACCAR COM 693718108 8,147 -540 -6.22 718 -6.39 0.0411
2022-02-14 2021-12-31 13F PACCAR COM 693718108 8,687 -188 -2.12 767 9.57 0.0431
2021-11-15 2021-09-30 13F PACCAR COM 693718108 8,875 -28 -0.31 700 -11.95 0.0432
2021-08-16 2021-06-30 13F PACCAR COM 693718108 8,903 -60 -0.67 795 -4.56 0.0485
2021-05-14 2021-03-31 13F PACCAR COM 693718108 8,963 -729 -7.52 833 -0.36 0.0635
2021-02-11 2020-12-31 13F PACCAR COM 693718108 9,692 9,545 6,493.20 836 6,330.77 0.0567
2020-12-16 2020-09-30 13F/A-01 PACCAR COM 693718108 9,029 -335 770 0.0706
2020-12-16 2020-09-30 13F/A-02 PACCAR COM 693718108 147 -9,217 -98.43 13 -98.14 0.0391
2020-11-13 2020-09-30 13F PACCAR COM 693718108 9,949 585 848 53,940.2459
2020-08-14 2020-06-30 13F PACCAR COM 693718108 9,364 851 10.00 700 34.62 0.0664
2020-05-06 2020-03-31 13F PACCAR COM 693718108 8,513 1,544 22.16 520 -5.63 0.0584
2020-01-28 2019-12-31 13F PACCAR COM 693718108 6,969 4 0.06 551 13.14 0.0543
2019-10-31 2019-09-30 13F PACCAR COM 693718108 6,965 22 0.32 487 -2.01 0.0508
2019-07-25 2019-06-30 13F PACCAR COM 693718108 6,943 310 4.67 497 9.96 0.0544
2019-07-25 2019-03-31 13F/A-1 PACCAR COM 693718108 6,633 101 1.55 452 21.18 0.0563
2019-05-09 2019-03-31 13F PACCAR COM 693718108 6,633 101 452
2019-01-30 2018-12-31 13F PACCAR COM 693718108 6,532 -523 -7.41 373 -22.45 0.0528
2018-11-07 2018-09-30 13F PACCAR COM 693718108 7,055 84 1.20 481 11.60 0.0594
2018-07-24 2018-06-30 13F PACCAR COM 693718108 6,971 -110 -1.55 431 -8.10 0.0583
2018-05-04 2018-03-31 13F PACCAR COM 693718108 7,081 175 2.53 469 -4.29 0.0647
2018-02-09 2017-12-31 13F PACCAR COM 693718108 6,906 145 2.14 490 0.00 0.0680
2017-11-13 2017-09-30 13F PACCAR COM 693718108 6,761 132 1.99 490 11.87 0.0729
2017-08-01 2017-06-30 13F PACCAR COM 693718108 6,629 -176 -2.59 438 -4.16 0.0745
2017-04-27 2017-03-31 13F PACCAR COM 693718108 6,805 -39 -0.57 457 4.34 0.0822
2017-02-08 2016-12-31 13F PACCAR COM 693718108 6,844 60 0.88 438 9.77 0.0858
2016-11-14 2016-09-30 13F PACCAR COM 693718108 6,784 461 7.29 399 21.65 0.0807
2016-08-10 2016-06-30 13F PACCAR COM 693718108 6,323 140 2.26 328 -2.96 0.0727
2016-05-10 2016-03-31 13F PACCAR COM 693718108 6,183 1,822 41.78 338 63.29 0.0797
2016-02-08 2015-12-31 13F PACCAR COM 693718108 4,361 -106 -2.37 207 -11.16 0.0496
2015-11-12 2015-09-30 13F PACCAR COM 693718108 4,467 -39 -0.87 233 -19.10 0.0597
2015-08-12 2015-06-30 13F PACCAR COM 693718108 4,506 272 6.42 288 7.46 0.0692
2015-05-08 2015-03-31 13F PACCAR COM 693718108 4,234 191 4.72 268 -2.55 0.0652
2015-02-12 2014-12-31 13F PACCAR COM 693718108 4,043 113 2.88 275 22.77 0.0692
2014-11-03 2014-09-30 13F PACCAR COM 693718108 3,930 -25 -0.63 224 -10.04 0.0624
2014-08-01 2014-06-30 13F PACCAR COM 693718108 3,955 -287 -6.77 249 -12.94 0.0703
2014-05-05 2014-03-31 13F/A-1 PACCAR COM 693718108 4,242 16 0.38 286 14.40 0.0820
2014-04-30 2014-03-31 13F PACCAR COM 693718108 4,242 286
2014-01-29 2013-12-31 13F PACCAR COM 693718108 4,226 63 1.51 250 7.76 0.0713
2013-10-29 2013-09-30 13F PACCAR COM 693718108 4,163 4,163 232 0.0724
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.