Caldwell Trust Co

Bank

Position in ITW — Illinois Tool Works Inc

CIK 2080218 Venice, FL

Position in ITW

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

Position Value

$1,594,420

+$58,449 QoQ

Shares Held

5,895

-0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#743

of 1,957 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. ITW ranks #5 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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 This page	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	$1,594,420	5,895	-0.1%	Shares	Sole	2026-08-03
2026-03-31	$1,535,971	5,901	-3.8%	Shares	Sole	2026-04-22
2025-12-31	$1,511,543	6,137	-6.2%	Shares	Sole	2026-01-30
2025-09-30	$1,705,891	6,542	-3.4%	Shares	Sole	2025-10-23
2025-06-30	$1,674,377	6,772	-1.3%	Shares	Sole	2025-09-22
2025-03-31	$1,701,348	6,860	+0.6%	Shares	Sole	2025-09-23
2024-12-31	$1,728,264	6,816	-11.1%	Shares	Sole	2025-09-24
2024-09-30	$2,010,338	7,671	-1.8%	Shares	Sole	2025-09-24
2024-06-30	$1,850,183	7,808	-1.5%	Shares	Sole	2025-09-24
2024-03-31	$2,126,246	7,924	+2.1%	Shares	Sole	2025-09-24
2023-12-31	$2,032,392	7,759	-6.5%	Shares	Sole	2025-10-01
2023-09-30	$1,911,573	8,300	+3.9%	Shares	Sole	2025-10-01
2023-06-30	$1,997,527	7,985	-5.6%	Shares	Sole	2025-10-01
2023-03-31	$2,059,343	8,459	+0.4%	Shares	Sole	2025-10-01
2022-12-31	$1,855,586	8,423	-0.8%	Shares	Sole	2025-10-01
2022-09-30	$1,533,176	8,487	-8.9%	Shares	Sole	2025-10-01
2022-06-30	$1,697,294	9,313	+1.4%	Shares	Sole	2025-10-02
2022-03-31	$1,923,967	9,188	+1.6%	Shares	Sole	2025-10-02
2021-12-31	$2,230,825	9,039	+0.8%	Shares	Sole	2025-10-02
2021-09-30	$1,853,264	8,969	+1.0%	Shares	Sole	2025-10-02
2021-06-30	$1,984,542	8,877	+1.1%	Shares	Sole	2025-10-02
2021-03-31	$1,944,945	8,780	+0.3%	Shares	Sole	2025-10-02
2020-12-31	$1,783,950	8,750	+1.2%	Shares	Sole	2025-10-02
2020-09-30	$1,671,073	8,649	-2.6%	Shares	Sole	2025-10-02
2020-06-30	$1,552,668	8,880	-0.6%	Shares	Sole	2025-10-02
2020-03-31	$1,269,131	8,930	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.