Caldwell Trust
DE icon

Caldwell Trust’s Deere & Co DE Stock Holding History

Caldwell Trust’s Portfolio DE Stock Details DE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.02M Sell
3,013
-106
-3% -$67.4K 0.16% 110
2026
Q2 		$1.98M Sell
3,119
-120
-4% -$69.5K 0.16% 115
2026
Q1 		$1.82M Sell
3,239
-46
-1% -$26K 0.16% 119
2025
Q4 		$1.53M Buy
3,285
+30
+0.9% +$14.1K 0.14% 132
2025
Q3 		$1.49M Buy
3,255
+147
+5% +$72.5K 0.14% 133
2025
Q2 		$1.58M Buy
3,108
+363
+13% +$178K 0.16% 128
2025
Q1 		$1.29M Sell
2,745
-144
-5% -$67.4K 0.14% 139
2024
Q4 		$1.22M Sell
2,889
-378
-12% -$159K 0.13% 137
2024
Q3 		$1.36M Sell
3,267
-212
-6% -$79.9K 0.14% 130
2024
Q2 		$1.3M Buy
3,479
+107
+3% +$41.7K 0.14% 129
2024
Q1 		$1.39M Sell
3,372
-115
-3% -$44.1K 0.16% 120
2023
Q4 		$1.39M Sell
3,487
-536
-13% -$202K 0.18% 114
2023
Q3 		$1.52M Buy
4,023
+15
+0.4% +$6.19K 0.21% 104
2023
Q2 		$1.62M Buy
4,008
+329
+9% +$126K 0.21% 102
2023
Q1 		$1.52M Buy
3,679
+108
+3% +$44.7K 0.21% 107
2022
Q4 		$1.53M Sell
3,571
-146
-4% -$59.3K 0.22% 108
2022
Q3 		$1.24M Buy
3,717
+6
+0.2% +$2.06K 0.18% 109
2022
Q2 		$1.11M Buy
3,711
+3
+0.1% +$1.1K 0.15% 118
2022
Q1 		$1.54M Sell
3,708
-30
-0.8% -$11.5K 0.18% 109
2021
Q4 		$1.28M Buy
3,738
+49
+1% +$17K 0.15% 121
2021
Q3 		$1.24M Buy
3,689
+80
+2% +$28.8K 0.16% 117
2021
Q2 		$1.27M Buy
3,609
+216
+6% +$78.8K 0.17% 114
2021
Q1 		$1.27M Sell
3,393
-292
-8% -$95.8K 0.18% 114
2020
Q4 		$991K Sell
3,685
-24
-0.6% -$5.96K 0.15% 117
2020
Q3 		$822K Sell
3,709
-60
-2% -$11.6K 0.14% 121
2020
Q2 		$592K Hold
3,769
– – 0.1% 151
2020
Q1 		$521K Buy
3,769
+315
+9% +$49.8K 0.1% 152
2019
Q4 		$598K Buy
+3,454
New +$595K 0.09% 165

Other funds holding DE

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Caldwell Trust's DE Position: Q3 2026 in Review

Caldwell Trust reduced its Deere & Co (DE) stake by 3.4% in Q3 2026, selling an estimated $67.4K and leaving 3,013 shares worth $2.02M. The position accounts for 0.16% of the portfolio, ranked #110.

Caldwell Trust first reported a position in DE in Q4 2019 and has held it in 28 quarters since. 2,178 funds tracked by Wall St. Rank hold DE as of Q3 2026.

  • Caldwell Trust held 3,013 shares of Deere & Co worth $2.02M as of Q3 2026.
  • Caldwell Trust sold 106 Deere & Co shares in Q3 2026, an estimated $67.4K.
  • Deere & Co made up 0.16% of Caldwell Trust's portfolio in Q3 2026, its #110 holding.
  • Caldwell Trust first reported a position in Deere & Co in Q4 2019 and has held it in 28 quarters since.
  • 2,178 funds tracked by Wall St. Rank held Deere & Co as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.