Position in DY
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$84,705
+$230 QoQ
Shares Held
250
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DY Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Caldwell Trust Co holds $11,367,610 across 7 Engineering & Construction names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
14,272 | $10,276,410 | |
| 2 | J |
Jacobs Solutions Inc.
|
5,156 | $649,656 | |
| 3 | ROAD |
Construction Partners, Inc.
|
1,587 | $188,487 | |
| 4 | FIX |
Comfort Systems USA Inc
|
50 | $99,097 | |
| 5 | MTZ |
Mastec Inc
|
198 | $82,379 | |
| 6 | STRL |
Sterling Infrastructure, Inc.
|
75 | $62,952 | |
| 7 | ECG |
Everus Construction Group, Inc.
|
52 | $8,629 |
All Filings in DY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $84,705 | 250 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $84,475 | 250 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $72,940 | 250 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $61,097 | 250 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $38,085 | 250 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $87,030 | 500 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $98,550 | 500 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $84,380 | 500 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $71,765 | 500 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $57,545 | 500 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $44,500 | 500 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $56,825 | 500 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $46,825 | 500 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $46,800 | 500 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $47,765 | 500 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $46,520 | 500 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $47,630 | 500 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $46,880 | 500 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $35,620 | 500 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $37,265 | 500 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $46,425 | 500 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $37,760 | 500 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $26,410 | 500 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $20,445 | 500 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $12,825 | 500 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||