Caldwell Trust Co

SEC CIK: 0002080218
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

KLAC holding history

KLA Corp 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.

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

Shares (Q2 2026): 8,276
Value: $2.50M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of KLAC by Caldwell Trust Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	8,276	$2.50M	0.2%	+46+0.6%	AddedConverted for a 10-for-1 split	Holders
Q1 2026	823	$1.21M	0.1%	−7−0.8%	Reduced	Holders
Q4 2025	830	$1.01M	0.1%	+1+0.1%	Added	Holders
Q3 2025	829	$894.2K	0.1%	+4+0.5%	Added	Holders
Q2 2025	825	$739.0K	0.1%	+6+0.7%	Added	Holders
Q1 2025	819	$556.8K	0.1%	−2−0.2%	Reduced	Holders
Q4 2024	821	$517.3K	0.1%	00.0%	Unchanged	Holders
Q3 2024	821	$635.8K	0.1%	−19−2.3%	Reduced	Holders
Q2 2024	840	$692.6K	0.1%	−29−3.3%	Reduced	Holders
Q1 2024	869	$607.1K	0.1%	−345−28.4%	Reduced	Holders
Q4 2023	1,214	$705.7K	0.1%	−102−7.8%	Reduced	Holders
Q3 2023	1,316	$603.6K	0.1%	00.0%	Unchanged	Holders
Q2 2023	1,316	$638.3K	0.1%	−309−19.0%	Reduced	Holders
Q1 2023	1,625	$648.7K	0.1%	00.0%	Unchanged	Holders
Q4 2022	1,625	$612.7K	0.1%	00.0%	Unchanged	Holders
Q3 2022	1,625	$491.8K	0.1%	00.0%	Unchanged	Holders
Q2 2022	1,625	$518.5K	0.1%	00.0%	Unchanged	Holders
Q1 2022	1,625	$594.8K	0.1%	00.0%	Unchanged	Holders
Q4 2021	1,625	$698.9K	0.1%	00.0%	Unchanged	Holders
Q3 2021	1,625	$543.6K	0.1%	00.0%	Unchanged	Holders
Q2 2021	1,625	$526.8K	0.1%	00.0%	Unchanged	Holders
Q1 2021	1,625	$536.9K	0.1%	–	–	Holders

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