Position in TT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,313,856
+$700,063 QoQ
Shares Held
6,747
+7.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#546
of 1,802 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TT Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Caldwell Trust Co holds $4,829,548 across 6 Building Products & Equipment names. TT ranks #1 (68.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TT |
Trane Technologies plc
This page
|
6,747 | $3,313,856 | |
| 2 | CARR |
CARRIER GLOBAL Corp
|
13,182 | $966,899 | |
| 3 | JCI |
Johnson Controls International plc
|
2,189 | $319,834 | |
| 4 | CSL |
Carlisle Companies Inc
|
337 | $122,246 | |
| 5 | FBIN |
Fortune Brands Innovations, Inc.
|
1,096 | $60,170 | |
| 6 | MAS |
Masco Corp /De/
|
572 | $46,543 |
All Filings in TT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,313,856 | 6,747 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,613,793 | 6,272 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,281,490 | 5,862 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,147,354 | 5,089 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,086,883 | 4,771 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $1,486,154 | 4,411 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $1,325,227 | 3,588 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $983,098 | 2,529 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $277,287 | 843 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $87,658 | 292 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $71,218 | 292 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $59,249 | 292 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $55,847 | 292 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $53,722 | 292 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $49,082 | 292 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $42,284 | 292 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $37,922 | 292 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $44,588 | 292 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $58,992 | 292 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $50,413 | 292 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $53,768 | 292 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $48,343 | 292 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $42,386 | 292 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $35,405 | 292 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $25,982 | 292 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $24,116 | 292 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||