Caldwell Trust CO Asset Management

Caldwell Trust CO

  • $1.07 Trillion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$103B
$7.9 Billion 0.74% of portfolio
46,231
Q3 2025 Added 0.78%
$49.2B
$2.07 Billion 0.19% of portfolio
4,216
Q3 2025 Added 1.74%
$4.38B
$1.23 Billion 0.11% of portfolio
47,000
Q3 2025 Reduced 21.67%
$0
$498 Million 0.05% of portfolio
40,533
Q4 2019 Added 42.03%
$0
$413 Million 0.04% of portfolio
33,087
Q3 2025 Reduced 9.65%
$23.2B
$283 Million 0.03% of portfolio
2,760
Q3 2025 Reduced 6.57%
$0
$244 Million 0.02% of portfolio
24,400
Q3 2025 Reduced 3.08%
$0
$227 Million 0.02% of portfolio
19,517
Q4 2019 Reduced 79.51%
$88.6B
$143 Million 0.01% of portfolio
1,313
Q3 2025 Added 229.07%
$10.6B
$79.6 Million 0.01% of portfolio
3,470
Q3 2025 Reduced 16.3%
$0
$76.7 Million 0.01% of portfolio
7,000
Q2 2025 New
$11.1B
$69.6 Million 0.01% of portfolio
3,009
Q4 2019 Reduced 2.19%
$0
$61.4 Million 0.01% of portfolio
6,749
Q3 2021 Reduced 25.94%
$0
$55.6 Million 0.01% of portfolio
4,878
Q4 2019 Added 146.25%
$27.1B
$51.3 Million 0.0% of portfolio
381
Q4 2019 Added 624.93%
$0
$32.7 Million 0.0% of portfolio
825
Q2 2025 New
$0
$20.1 Million 0.0% of portfolio
2,000
Q2 2025 New
$0
$20 Million 0.0% of portfolio
816
Q2 2025 New
$20.7B
$19.5 Million 0.0% of portfolio
235
Q4 2019 Added 26.38%
$0
$17.8 Million 0.0% of portfolio
2,800
Q2 2025 New
$0
$16.6 Million 0.0% of portfolio
1,534
Q2 2025 New
$0
$15.2 Million 0.0% of portfolio
1,400
Q2 2025 New
$0
$13 Million 0.0% of portfolio
976
Q3 2023 Reduced 26.4%
$0
$12.8 Million 0.0% of portfolio
1,500
Q4 2019 Added 100.0%
$6.82B
$8.47 Million 0.0% of portfolio
500
Q3 2025 New
$0
$6.52 Million 0.0% of portfolio
720
Q2 2025 New
$0
$5.49 Million 0.0% of portfolio
669
Q3 2025 Reduced 38.4%
$0
$4.74 Million 0.0% of portfolio
292
Q2 2025 New
$0
$2.92 Million 0.0% of portfolio
275
Q2 2025 New
$43.4B
$1.62 Million 0.0% of portfolio
14
Q4 2019 Added 121.43%
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