Caldwell Trust’s MasTec MTZ Stock Holding History

Caldwell Trust’s Portfolio MTZ Stock Details MTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$82.4K	Buy	198 +30	+18%	+$11.5K	0.01%	437
2026 Q1	$54.1K	Hold	168	–	–	﹤0.01%	482
2025 Q4	$36.5K	Hold	168	–	–	﹤0.01%	515
2025 Q3	$35.8K	Hold	168	–	–	﹤0.01%	517
2025 Q2	$28.6K	Hold	168	–	–	﹤0.01%	526
2025 Q1	$19.6K	Hold	168	–	–	﹤0.01%	561
2024 Q4	$22.9K	Hold	168	–	–	﹤0.01%	531
2024 Q3	$20.7K	Hold	168	–	–	﹤0.01%	548
2024 Q2	$18K	Hold	168	–	–	﹤0.01%	558
2024 Q1	$15.7K	Hold	168	–	–	﹤0.01%	583
2023 Q4	$12.7K	Hold	168	–	–	﹤0.01%	592
2023 Q3	$12.1K	Hold	168	–	–	﹤0.01%	601
2023 Q2	$19.8K	Hold	168	–	–	﹤0.01%	559
2023 Q1	$15.9K	Hold	168	–	–	﹤0.01%	577
2022 Q4	$14.3K	Hold	168	–	–	﹤0.01%	580
2022 Q3	$10.7K	Hold	168	–	–	﹤0.01%	604
2022 Q2	$12K	Buy	+168	New	+$13.1K	﹤0.01%	605

Other funds holding MTZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Peconic Partners New York $8.04B AUM 107.18% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HCC

Hill City Capital Boston, Massachusetts $4.28B AUM 80.76% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Caldwell Trust's MTZ Position: Q2 2026 in Review

Caldwell Trust increased its MasTec (MTZ) stake by 18% in Q2 2026, buying an estimated $11.5K and bringing the position to 198 shares worth $82.4K. The position accounts for 0.01% of the portfolio, ranked #437.

Caldwell Trust first reported a position in MTZ in Q2 2022 and has held it in 17 quarters since. 910 funds tracked by Wall St. Rank hold MTZ as of Q2 2026.

Caldwell Trust held 198 shares of MasTec worth $82.4K as of Q2 2026.
Caldwell Trust bought 30 MasTec shares in Q2 2026, an estimated $11.5K.
MasTec made up 0.01% of Caldwell Trust's portfolio in Q2 2026, its #437 holding.
Caldwell Trust first reported a position in MasTec in Q2 2022 and has held it in 17 quarters since.
910 funds tracked by Wall St. Rank held MasTec as of Q2 2026.

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