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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Caldwell Trust's DE Position: Q2 2026 in Review

Caldwell Trust reduced its Deere & Co (DE) stake by 3.7% in Q2 2026, selling an estimated $69.5K and leaving 3,119 shares worth $1.98M. The position accounts for 0.16% of the portfolio, ranked #115.

Caldwell Trust first reported a position in DE in Q4 2019 and has held it in 27 quarters since. 2,659 funds tracked by Wall St. Rank hold DE as of Q2 2026.

  • Caldwell Trust held 3,119 shares of Deere & Co worth $1.98M as of Q2 2026.
  • Caldwell Trust sold 120 Deere & Co shares in Q2 2026, an estimated $69.5K.
  • Deere & Co made up 0.16% of Caldwell Trust's portfolio in Q2 2026, its #115 holding.
  • Caldwell Trust first reported a position in Deere & Co in Q4 2019 and has held it in 27 quarters since.
  • 2,659 funds tracked by Wall St. Rank held Deere & Co as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.