Caldwell Trust Co

SEC CIK: 0002080218
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

ABT holding history

Abbott Laboratories in every 13F filed by Caldwell Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ABT overview All 13F holders of ABT Full Q2 2026 holdings

Shares (Q2 2026): 42,254
Value: $3.83M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of ABT by Caldwell Trust Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	42,254	$3.83M	0.3%	−5,392−11.3%	Reduced	Holders
Q1 2026	47,646	$4.89M	0.4%	−2,348−4.7%	Reduced	Holders
Q4 2025	49,994	$6.26M	0.6%	−1,151−2.3%	Reduced	Holders
Q3 2025	51,145	$6.85M	0.6%	−784−1.5%	Reduced	Holders
Q2 2025	51,929	$7.06M	0.7%	−100.0%	Reduced	Holders
Q1 2025	51,939	$6.89M	0.7%	+333+0.6%	Added	Holders
Q4 2024	51,606	$5.84M	0.6%	−1,583−3.0%	Reduced	Holders
Q3 2024	53,189	$6.06M	0.6%	−717−1.3%	Reduced	Holders
Q2 2024	53,906	$5.60M	0.6%	−1,011−1.8%	Reduced	Holders
Q1 2024	54,917	$6.24M	0.7%	−1,867−3.3%	Reduced	Holders
Q4 2023	56,784	$6.25M	0.8%	−1,395−2.4%	Reduced	Holders
Q3 2023	58,179	$5.63M	0.8%	−1,227−2.1%	Reduced	Holders
Q2 2023	59,406	$6.48M	0.8%	−824−1.4%	Reduced	Holders
Q1 2023	60,230	$6.10M	0.8%	−1,006−1.6%	Reduced	Holders
Q4 2022	61,236	$6.72M	1.0%	−1,731−2.7%	Reduced	Holders
Q3 2022	62,967	$6.09M	0.9%	+1,177+1.9%	Added	Holders
Q2 2022	61,790	$6.71M	0.9%	−44−0.1%	Reduced	Holders
Q1 2022	61,834	$7.32M	0.9%	+554+0.9%	Added	Holders
Q4 2021	61,280	$8.62M	1.0%	−326−0.5%	Reduced	Holders
Q3 2021	61,606	$7.28M	0.9%	+2,444+4.1%	Added	Holders
Q2 2021	59,162	$6.86M	0.9%	−3,111−5.0%	Reduced	Holders
Q1 2021	62,273	$7.46M	1.0%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.