Caldwell Trust Co

Bank

Position in CSX — Csx Corp

CIK 2080218 Venice, FL

Position in CSX

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,677,459

+$517,532 QoQ

Shares Held

56,332

+7.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#547

of 1,982 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Caldwell Trust Co holds $10,474,875 across 4 Railroads names. CSX ranks #2 (25.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp	21,644	$5,887,168
2	CSX	Csx Corp This page	56,332	$2,677,459
3	NSC	Norfolk Southern Corp	5,996	$1,886,281
4	CNI	Canadian National Railway Co	201	$23,967

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,677,459	56,332	+7.1%	Shares	Sole	2026-08-03
2026-03-31	$2,159,927	52,617	+13.1%	Shares	Sole	2026-04-22
2025-12-31	$1,686,060	46,512	+21.8%	Shares	Sole	2026-01-30
2025-09-30	$1,356,020	38,187	+241.8%	Shares	Sole	2025-10-23
2025-06-30	$364,574	11,173	+17.7%	Shares	Sole	2025-09-22
2025-03-31	$279,378	9,493	-1.2%	Shares	Sole	2025-09-23
2024-12-31	$309,953	9,605	-1.4%	Shares	Sole	2025-09-24
2024-09-30	$336,529	9,746	-1.7%	Shares	Sole	2025-09-24
2024-06-30	$331,757	9,918	-2.9%	Shares	Sole	2025-09-24
2024-03-31	$378,595	10,213	+20.6%	Shares	Sole	2025-09-24
2023-12-31	$293,550	8,467	+0.6%	Shares	Sole	2025-10-01
2023-09-30	$258,853	8,418	-0.6%	Shares	Sole	2025-10-01
2023-06-30	$288,690	8,466	0.0%	Shares	Sole	2025-10-01
2023-03-31	$253,472	8,466	-13.2%	Shares	Sole	2025-10-01
2022-12-31	$302,147	9,753	+0.5%	Shares	Sole	2025-10-01
2022-09-30	$258,541	9,705	0.0%	Shares	Sole	2025-10-01
2022-06-30	$282,027	9,705	0.0%	Shares	Sole	2025-10-02
2022-03-31	$363,452	9,705	0.0%	Shares	Sole	2025-10-02
2021-12-31	$364,908	9,705	0.0%	Shares	Sole	2025-10-02
2021-09-30	$288,626	9,705	+200.0%	Shares	Sole	2025-10-02
2021-06-30	$103,778	3,235	0.0%	Shares	Sole	2025-10-02
2021-03-31	$311,918	3,235	-6.6%	Shares	Sole	2025-10-02
2020-12-31	$314,448	3,465	0.0%	Shares	Sole	2025-10-02
2020-09-30	$269,126	3,465	-9.9%	Shares	Sole	2025-10-02
2020-06-30	$268,150	3,845	0.0%	Shares	Sole	2025-10-02
2020-03-31	$220,318	3,845	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.