Position in CRS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$92,526
New position
Shares Held
150
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#760
of 873 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Metal Fabrication
Industrials · as of Jun 30, 2026Caldwell Trust Co holds $186,821 across 2 Metal Fabrication names. CRS ranks #2 (49.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WOR |
Worthington Enterprises, Inc.
|
1,754 | $94,295 | |
| 2 | CRS |
Carpenter Technology Corp
This page
|
150 | $92,526 |
All Filings in CRS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,526 | 150 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||