Caldwell Trust Co

Bank

Position in EMR — Emerson Electric Co

CIK 2080218 Venice, FL

Position in EMR

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

Position Value

$4,057,873

+$339,526 QoQ

Shares Held

28,347

-0.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#604

of 2,282 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 $17,139,339 across 16 Specialty Industrial Machinery names. EMR ranks #2 (23.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMI	Cummins Inc	6,330	$4,514,619
2	EMR	Emerson Electric Co This page	28,347	$4,057,873
3	PH	Parker-Hannifin Corp	2,982	$2,916,753
4	GEV	GE Vernova Inc.	1,400	$1,644,803
5	ITW	Illinois Tool Works Inc	5,895	$1,594,420
6	DOV	DOVER Corp	4,173	$935,920
7	ETN	Eaton Corp plc	1,467	$625,118
8	ROK	Rockwell Automation, Inc	917	$453,988

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,057,873	28,347	-0.1%	Shares	Sole	2026-08-03
2026-03-31	$3,718,347	28,380	-4.7%	Shares	Sole	2026-04-22
2025-12-31	$3,954,126	29,793	-3.1%	Shares	Sole	2026-01-30
2025-09-30	$4,033,785	30,750	-0.8%	Shares	Sole	2025-10-23
2025-06-30	$4,134,029	31,006	-2.3%	Shares	Sole	2025-09-22
2025-03-31	$3,478,109	31,723	-1.3%	Shares	Sole	2025-09-23
2024-12-31	$3,985,093	32,156	-1.5%	Shares	Sole	2025-09-24
2024-09-30	$3,569,727	32,639	-2.9%	Shares	Sole	2025-09-24
2024-06-30	$3,701,596	33,602	-4.1%	Shares	Sole	2025-09-24
2024-03-31	$3,972,989	35,029	-3.6%	Shares	Sole	2025-09-24
2023-12-31	$3,538,140	36,352	-4.5%	Shares	Sole	2025-10-01
2023-09-30	$3,676,999	38,076	-1.3%	Shares	Sole	2025-10-01
2023-06-30	$3,485,709	38,563	-5.0%	Shares	Sole	2025-10-01
2023-03-31	$3,535,705	40,575	-1.5%	Shares	Sole	2025-10-01
2022-12-31	$3,958,728	41,211	-1.1%	Shares	Sole	2025-10-01
2022-09-30	$3,052,468	41,689	-4.5%	Shares	Sole	2025-10-01
2022-06-30	$3,473,591	43,671	-1.8%	Shares	Sole	2025-10-02
2022-03-31	$4,358,616	44,453	-0.6%	Shares	Sole	2025-10-02
2021-12-31	$4,159,477	44,740	-0.2%	Shares	Sole	2025-10-02
2021-09-30	$4,221,855	44,818	-2.3%	Shares	Sole	2025-10-02
2021-06-30	$4,415,876	45,884	-7.0%	Shares	Sole	2025-10-02
2021-03-31	$4,451,274	49,338	-0.5%	Shares	Sole	2025-10-02
2020-12-31	$3,984,744	49,580	-1.9%	Shares	Sole	2025-10-02
2020-09-30	$3,313,645	50,536	-9.7%	Shares	Sole	2025-10-02
2020-06-30	$3,471,384	55,963	-2.2%	Shares	Sole	2025-10-02
2020-03-31	$2,727,819	57,247	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.