Position in CSL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$122,246
+$9,817 QoQ
Shares Held
337
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#643
of 792 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSL Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Caldwell Trust Co holds $4,829,548 across 6 Building Products & Equipment names. CSL ranks #4 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
|
6,747 | $3,313,856 | |
| 2 | CARR |
CARRIER GLOBAL Corp
|
13,182 | $966,899 | |
| 3 | JCI |
Johnson Controls International plc
|
2,189 | $319,834 | |
| 4 | CSL |
Carlisle Companies Inc
This page
|
337 | $122,246 | |
| 5 | FBIN |
Fortune Brands Innovations, Inc.
|
1,096 | $60,170 | |
| 6 | MAS |
Masco Corp /De/
|
572 | $46,543 |
All Filings in CSL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $122,246 | 337 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $112,429 | 337 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $107,792 | 337 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $110,859 | 337 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $125,835 | 337 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $114,748 | 337 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $124,299 | 337 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $151,565 | 337 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $136,555 | 337 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $132,053 | 337 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $105,288 | 337 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $87,370 | 337 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $86,450 | 337 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $76,185 | 337 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $140,211 | 595 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $166,843 | 595 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $141,972 | 595 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $146,322 | 595 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $147,631 | 595 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $118,280 | 595 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $113,871 | 595 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $97,925 | 595 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $92,927 | 595 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $72,810 | 595 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $71,203 | 595 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $74,541 | 595 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||