Intuitive Surgical shares owned by Caldwell Trust
Quarter-by-quarter ownership of Intuitive Surgical (ISRG) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Intuitive Surgical
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All positions including Intuitive Surgical held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Intuitive Surgical by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 2.8k | 447.23 |
| 2021-12-31 | $549k | 1.5k | 359.30 |
| 2021-09-30 | $528k | 531 | 994.15 |
| 2021-06-30 | $488k | 531 | 919.64 |
| 2021-03-31 | $392k | 530 | 738.94 |
| 2020-12-31 | $434k | 530 | 818.10 |
| 2020-09-30 | $376k | 530 | 709.54 |
| 2020-06-30 | $302k | 530 | 569.83 |
| 2020-03-31 | $263k | 530 | 495.21 |
| 2019-12-31 | $313k | 530 | 591.15 |