Caldwell Trust Co

SEC CIK: 0002080218
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

HD holding history

Home Depot, Inc. 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.

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

Shares (Q2 2026): 46,646
Value: $16.5M
% of portfolio: 1.3%
Quarters held: 22; Since Q1 2021

Holdings of HD by Caldwell Trust Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	46,646	$16.5M	1.3%	−765−1.6%	Reduced	Holders
Q1 2026	47,411	$15.6M	1.4%	−316−0.7%	Reduced	Holders
Q4 2025	47,727	$16.4M	1.5%	−4,218−8.1%	Reduced	Holders
Q3 2025	51,945	$21.0M	2.0%	−1,022−1.9%	Reduced	Holders
Q2 2025	52,967	$19.4M	1.9%	+676+1.3%	Added	Holders
Q1 2025	52,291	$19.2M	2.1%	−770−1.5%	Reduced	Holders
Q4 2024	53,061	$20.6M	2.2%	−1,209−2.2%	Reduced	Holders
Q3 2024	54,270	$22.0M	2.3%	−1,927−3.4%	Reduced	Holders
Q2 2024	56,197	$19.3M	2.1%	−152−0.3%	Reduced	Holders
Q1 2024	56,349	$21.6M	2.5%	−1,116−1.9%	Reduced	Holders
Q4 2023	57,465	$19.9M	2.5%	−3,011−5.0%	Reduced	Holders
Q3 2023	60,476	$18.3M	2.5%	−713−1.2%	Reduced	Holders
Q2 2023	61,189	$19.0M	2.5%	−390−0.6%	Reduced	Holders
Q1 2023	61,579	$18.2M	2.5%	+269+0.4%	Added	Holders
Q4 2022	61,310	$19.4M	2.7%	−1,591−2.5%	Reduced	Holders
Q3 2022	62,901	$17.4M	2.6%	−535−0.8%	Reduced	Holders
Q2 2022	63,436	$17.4M	2.4%	−213−0.3%	Reduced	Holders
Q1 2022	63,649	$19.1M	2.3%	−251−0.4%	Reduced	Holders
Q4 2021	63,900	$26.5M	3.0%	−476−0.7%	Reduced	Holders
Q3 2021	64,376	$21.1M	2.7%	+4,962+8.4%	Added	Holders
Q2 2021	59,414	$18.9M	2.5%	−997−1.7%	Reduced	Holders
Q1 2021	60,411	$18.4M	2.6%	–	–	Holders

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