Berkshire Hathaway shares owned by Caldwell Trust
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.0M | 8 | 754200.00 |
| 2021-12-31 | $2.7M | 6 | 450662.00 |
| 2021-09-30 | $2.5M | 6 | 411379.00 |
| 2021-06-30 | $2.5M | 6 | 418601.00 |
| 2021-03-31 | $2.3M | 6 | 385702.00 |
| 2020-12-31 | $2.1M | 6 | 347815.00 |
| 2020-09-30 | $1.9M | 6 | 320001.00 |
| 2020-06-30 | $1.6M | 6 | 267300.00 |
| 2020-03-31 | $1.6M | 6 | 272000.00 |
| 2019-12-31 | $2.0M | 6 | 339590.00 |