Position in ETN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$625,118
+$144,052 QoQ
Shares Held
1,467
+9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,662
of 2,629 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ETN Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Caldwell Trust Co holds $17,139,339 across 16 Specialty Industrial Machinery names. ETN ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
|
6,330 | $4,514,619 | |
| 2 | EMR |
Emerson Electric Co
|
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
This page
|
1,467 | $625,118 | |
| 8 | ROK |
Rockwell Automation, Inc
|
917 | $453,988 |
All Filings in ETN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $625,118 | 1,467 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $481,066 | 1,345 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $425,210 | 1,335 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $514,593 | 1,375 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $490,861 | 1,375 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $384,367 | 1,414 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $469,264 | 1,414 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $493,845 | 1,490 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $442,732 | 1,412 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $449,321 | 1,437 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $345,335 | 1,434 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $305,843 | 1,434 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $322,363 | 1,603 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $255,296 | 1,490 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $233,855 | 1,490 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $203,774 | 1,528 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $173,740 | 1,379 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $210,794 | 1,389 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $201,680 | 1,167 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $172,751 | 1,157 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $171,444 | 1,157 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $157,500 | 1,139 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $127,228 | 1,059 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $109,580 | 1,074 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $93,953 | 1,074 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $83,439 | 1,074 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||