Caldwell Trust Co

SEC CIK: 0002080218
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

EMR holding history

Emerson Electric Co 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.

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

Shares (Q2 2026): 28,347
Value: $4.06M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of EMR by Caldwell Trust Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	28,347	$4.06M	0.3%	−33−0.1%	Reduced	Holders
Q1 2026	28,380	$3.72M	0.3%	−1,413−4.7%	Reduced	Holders
Q4 2025	29,793	$3.95M	0.4%	−957−3.1%	Reduced	Holders
Q3 2025	30,750	$4.03M	0.4%	−256−0.8%	Reduced	Holders
Q2 2025	31,006	$4.13M	0.4%	−717−2.3%	Reduced	Holders
Q1 2025	31,723	$3.48M	0.4%	−433−1.3%	Reduced	Holders
Q4 2024	32,156	$3.99M	0.4%	−483−1.5%	Reduced	Holders
Q3 2024	32,639	$3.57M	0.4%	−963−2.9%	Reduced	Holders
Q2 2024	33,602	$3.70M	0.4%	−1,427−4.1%	Reduced	Holders
Q1 2024	35,029	$3.97M	0.5%	−1,323−3.6%	Reduced	Holders
Q4 2023	36,352	$3.54M	0.4%	−1,724−4.5%	Reduced	Holders
Q3 2023	38,076	$3.68M	0.5%	−487−1.3%	Reduced	Holders
Q2 2023	38,563	$3.49M	0.5%	−2,012−5.0%	Reduced	Holders
Q1 2023	40,575	$3.54M	0.5%	−636−1.5%	Reduced	Holders
Q4 2022	41,211	$3.96M	0.6%	−478−1.1%	Reduced	Holders
Q3 2022	41,689	$3.05M	0.5%	−1,982−4.5%	Reduced	Holders
Q2 2022	43,671	$3.47M	0.5%	−782−1.8%	Reduced	Holders
Q1 2022	44,453	$4.36M	0.5%	−287−0.6%	Reduced	Holders
Q4 2021	44,740	$4.16M	0.5%	−78−0.2%	Reduced	Holders
Q3 2021	44,818	$4.22M	0.5%	−1,066−2.3%	Reduced	Holders
Q2 2021	45,884	$4.42M	0.6%	−3,454−7.0%	Reduced	Holders
Q1 2021	49,338	$4.45M	0.6%	–	–	Holders

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