Berkshire Hathaway shares owned by Caldwell Trust
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 21k | 502.74 |
| 2021-12-31 | $7.8M | 26k | 299.00 |
| 2021-09-30 | $7.2M | 26k | 272.94 |
| 2021-06-30 | $7.4M | 27k | 277.92 |
| 2021-03-31 | $7.3M | 29k | 255.47 |
| 2020-12-31 | $6.7M | 29k | 231.87 |
| 2020-09-30 | $6.1M | 29k | 212.94 |
| 2020-06-30 | $5.7M | 32k | 178.51 |
| 2020-03-31 | $5.9M | 32k | 182.83 |
| 2019-12-31 | $7.4M | 33k | 226.50 |