A detailed history of Caldwell Trust CO transactions in Otis Worldwide Corp stock. As of the latest transaction made, Caldwell Trust CO holds 4,033 shares of OTIS stock, worth $364,018. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,033
Previous 3,933 2.54%
Holding current value
$364,018
Previous $389 Million 5.32%
% of portfolio
0.03%
Previous 0.04%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025

BUY
$84.93 - $101.07 $8,493 - $10,107
100 Added 2.54%
4,033 $369 Million
Q2 2025

Sep 22, 2025

BUY
$90.88 - $104.3 $357,431 - $410,211
3,933 New
3,933 $389 Million
Q1 2025

Sep 23, 2025

SELL
$90.77 - $104.01 $89,771 - $102,865
-989 Reduced 25.15%
2,944 $304 Million
Q4 2024

Sep 24, 2025

SELL
$92.57 - $106.01 $12,774 - $14,629
-138 Reduced 3.18%
4,199 $389 Million
Q3 2024

Sep 24, 2025

SELL
$91.43 - $104.43 $6,857 - $7,832
-75 Reduced 1.7%
4,337 $451 Million
Q2 2024

Sep 24, 2025

SELL
$91.2 - $100.78 $28,728 - $31,745
-315 Reduced 6.66%
4,412 $425 Million
Q1 2024

Sep 24, 2025

BUY
$85.45 - $100.22 $67,847 - $79,574
794 Added 20.19%
4,727 $469 Million
Q3 2023

Oct 01, 2025

SELL
$79.29 - $90.96 $12,844 - $14,735
-162 Reduced 3.21%
4,880 $392 Million
Q2 2023

Oct 01, 2025

SELL
$78.49 - $89.01 $5,101 - $5,785
-65 Reduced 1.27%
5,042 $449 Million
Q1 2023

Oct 01, 2025

BUY
$79.11 - $86.93 $92,875 - $102,055
1,174 Added 29.85%
5,107 $431 Million
Q4 2022

Oct 01, 2025

SELL
$64.12 - $80.96 $4,103 - $5,181
-64 Reduced 0.99%
6,397 $501 Million
Q3 2022

Oct 01, 2025

BUY
$63.8 - $81.75 $161,286 - $206,664
2,528 Added 64.28%
6,461 $412 Million
Q2 2022

Oct 01, 2025

SELL
$67.88 - $77.54 $41,542 - $47,454
-612 Reduced 8.63%
6,478 $458 Million
Q1 2022

Oct 01, 2025

BUY
$71.98 - $86.95 $227,240 - $274,501
3,157 Added 80.27%
7,090 $546 Million
Q4 2021

Oct 02, 2025

SELL
$79.72 - $87.07 $1,594 - $1,741
-20 Reduced 0.27%
7,448 $648 Million
Q3 2021

Oct 02, 2025

SELL
$82.0 - $92.37 $57,810 - $65,120
-705 Reduced 8.63%
7,468 $614 Million
Q2 2021

Oct 02, 2025

BUY
$69.23 - $82.08 $49,707 - $58,933
718 Added 9.63%
8,173 $668 Million
Q1 2021

Oct 02, 2025

BUY
$62.24 - $69.91 $219,209 - $246,223
3,522 Added 89.55%
7,455 $510 Million
Q4 2020

Oct 02, 2025

BUY
$58.99 - $67.55 $230,237 - $263,647
3,903 Added 99.24%
7,836 $529 Million
Q3 2020

Oct 02, 2025

SELL
$55.78 - $65.34 $249,448 - $292,200
-4,472 Reduced 34.41%
8,525 $532 Million
Q2 2020

Oct 02, 2025

BUY
$44.0 - $61.26 $398,816 - $555,260
9,064 Added 230.46%
12,997 $739 Million

Others Institutions Holding OTIS

About Otis Worldwide Corp


  • Ticker OTIS
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 416,585,984
  • Market Cap $37.6B
  • Description
  • Otis Worldwide Corporation manufactures, installs, and services elevators and escalators in the United States, China, and internationally. The company operates in two segments, New Equipment and Service. The New Equipment segment designs, manufactures, sells, and installs a range of passenger and freight elevators, as well as escalators and movi...
More about OTIS
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