Caldwell Trust Co

Bank

Position in TSLA — Tesla, Inc.

CIK 2080218 Venice, FL

Position in TSLA

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

Position Value

$363,398

-$125,081 QoQ

Shares Held

864

-34.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#3,480

of 4,242 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Caldwell Trust Co holds $771,813 across 5 Auto Manufacturers names. TSLA ranks #1 (47.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	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/	100	$16,842
5	HMC	Honda Motor Co Ltd	223	$6,045

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$363,398	864	-34.2%	Shares	Sole	2026-08-03
2026-03-31	$488,479	1,314	+40.4%	Shares	Sole	2026-04-22
2025-12-31	$420,937	936	-0.2%	Shares	Sole	2026-01-30
2025-09-30	$417,147	938	-53.7%	Shares	Sole	2025-10-23
2025-06-30	$642,943	2,024	+2.0%	Shares	Sole	2025-09-22
2025-03-31	$514,173	1,984	0.0%	Shares	Sole	2025-09-23
2024-12-31	$801,218	1,984	+0.8%	Shares	Sole	2025-09-24
2024-09-30	$515,149	1,969	-4.6%	Shares	Sole	2025-09-24
2024-06-30	$408,226	2,063	+27.9%	Shares	Sole	2025-09-24
2024-03-31	$283,549	1,613	-7.6%	Shares	Sole	2025-09-24
2023-12-31	$433,597	1,745	-23.2%	Shares	Sole	2025-10-01
2023-09-30	$568,249	2,271	-9.0%	Shares	Sole	2025-10-01
2023-06-30	$653,116	2,495	-1.2%	Shares	Sole	2025-10-01
2023-03-31	$523,836	2,525	-0.4%	Shares	Sole	2025-10-01
2022-12-31	$312,384	2,536	+10.6%	Shares	Sole	2025-10-01
2022-09-30	$607,953	2,292	+217.9%	Shares	Sole	2025-10-01
2022-06-30	$485,535	721	+2.6%	Shares	Sole	2025-10-02
2022-03-31	$757,552	703	+0.6%	Shares	Sole	2025-10-02
2021-12-31	$738,689	699	+2.9%	Shares	Sole	2025-10-02
2021-09-30	$526,550	679	+4.1%	Shares	Sole	2025-10-02
2021-06-30	$443,164	652	+0.3%	Shares	Sole	2025-10-02
2021-03-31	$434,154	650	+0.3%	Shares	Sole	2025-10-02
2020-12-31	$457,274	648	+8.0%	Shares	Sole	2025-10-02
2020-09-30	$257,405	600	+400.0%	Shares	Sole	2025-10-02
2020-06-30	$129,577	120	0.0%	Shares	Sole	2025-10-02
2020-03-31	$62,879	120	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.