Position in CTAS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$296,449
+$1,638 QoQ
Shares Held
1,743
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,040
of 1,420 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CTAS Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Caldwell Trust Co holds $318,819 across 4 Specialty Business Services names. CTAS ranks #1 (93.0% of the industry book) .
All Filings in CTAS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,449 | 1,743 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $294,811 | 1,743 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $327,806 | 1,743 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $363,104 | 1,769 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $453,763 | 2,036 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $418,459 | 2,036 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $371,977 | 2,036 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $419,171 | 2,036 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $356,432 | 509 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $3,435 | 5 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $3,013 | 5 | Shares | Sole | 2025-10-01 | |
| 2020-03-31 | $64,957 | 375 | Shares | Defined | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||