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Equibles

Caldwell Trust Co

Bank

Position in TM — Toyota Motor Corp/

CIK 2080218 Venice, FL
Back to TM Full portfolio

Position in TM

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$16,842
-$9,331 QoQ
Shares Held
100
-21.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#526
of 639 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in TM Over Time

Shares Held

Position Value (USD)

Position in Auto Manufacturers

Consumer Cyclical · as of Jun 30, 2026

Caldwell Trust Co holds $771,813 across 5 Auto Manufacturers names. TM ranks #4 (2.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 TSLA
Tesla, Inc.
 864 $363,398
2 GM
General Motors Co
 4,100 $316,028
3 F
Ford Motor Co
 5,000 $69,500
4 TM
Toyota Motor Corp/
This page 		100 $16,842
5 HMC
Honda Motor Co Ltd
 223 $6,045

All Filings in TM

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $16,842 100
2026-03-31 $26,173 127
2025-12-31 $21,406 100
2025-09-30 $19,109 100
2025-06-30 $73,210 425
2025-03-31 $17,653 100
2024-12-31 $19,461 100
2024-09-30 $17,857 100
2024-06-30 $20,497 100
2024-03-31 $25,168 100
2023-12-31 $18,338 100
2023-09-30 $17,975 100
2023-06-30 $16,075 100
2023-03-31 $14,169 100
2022-12-31 $22,125 162
2022-09-30 $13,029 100
2022-06-30 $23,125 150
2022-03-31 $27,037 150
2021-12-31 $27,795 150
2021-09-30 $26,662 150
2021-06-30 $26,226 150
2021-03-31 $23,409 150
2020-12-31 $23,185 150
2020-09-30 $19,866 150
2020-06-30 $21,985 175
2020-03-31 $20,991 175

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