Caldwell Trust Co

Bank

Position in UNP — Union Pacific Corp

CIK 2080218 Venice, FL

Position in UNP

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

Position Value

$5,887,168

+$223,447 QoQ

Shares Held

21,644

-7.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#734

of 2,880 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 $10,474,875 across 4 Railroads names. UNP ranks #1 (56.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNP	Union Pacific Corp This page	21,644	$5,887,168
2	CSX	Csx Corp	56,332	$2,677,459
3	NSC	Norfolk Southern Corp	5,996	$1,886,281
4	CNI	Canadian National Railway Co	201	$23,967

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,887,168	21,644	-7.3%	Shares	Sole	2026-08-03
2026-03-31	$5,663,721	23,344	-1.7%	Shares	Sole	2026-04-22
2025-12-31	$5,495,006	23,755	-8.0%	Shares	Sole	2026-01-30
2025-09-30	$6,105,673	25,831	-14.6%	Shares	Sole	2025-10-23
2025-06-30	$6,956,238	30,234	-1.3%	Shares	Sole	2025-09-22
2025-03-31	$7,237,684	30,637	-0.7%	Shares	Sole	2025-09-23
2024-12-31	$7,034,805	30,849	-0.1%	Shares	Sole	2025-09-24
2024-09-30	$7,607,851	30,866	+2.1%	Shares	Sole	2025-09-24
2024-06-30	$6,839,613	30,229	+5.4%	Shares	Sole	2025-09-24
2024-03-31	$7,054,010	28,683	+4.2%	Shares	Sole	2025-09-24
2023-12-31	$6,762,901	27,534	-7.7%	Shares	Sole	2025-10-01
2023-09-30	$6,073,264	29,825	+1.4%	Shares	Sole	2025-10-01
2023-06-30	$6,019,715	29,419	-0.2%	Shares	Sole	2025-10-01
2023-03-31	$5,934,956	29,489	-0.1%	Shares	Sole	2025-10-01
2022-12-31	$6,110,842	29,511	-0.9%	Shares	Sole	2025-10-01
2022-09-30	$5,799,401	29,768	-1.6%	Shares	Sole	2025-10-01
2022-06-30	$6,453,426	30,258	+19.8%	Shares	Sole	2025-10-02
2022-03-31	$6,902,377	25,264	-0.6%	Shares	Sole	2025-10-02
2021-12-31	$6,400,533	25,406	+0.3%	Shares	Sole	2025-10-02
2021-09-30	$4,966,305	25,337	+2.3%	Shares	Sole	2025-10-02
2021-06-30	$5,449,205	24,777	-0.1%	Shares	Sole	2025-10-02
2021-03-31	$5,466,829	24,803	-1.0%	Shares	Sole	2025-10-02
2020-12-31	$5,217,368	25,057	-0.3%	Shares	Sole	2025-10-02
2020-09-30	$4,947,146	25,129	-5.5%	Shares	Sole	2025-10-02
2020-06-30	$4,496,078	26,593	-3.2%	Shares	Sole	2025-10-02
2020-03-31	$3,876,061	27,482	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.