Prudential Financial shares owned by Caldwell Trust
Quarter-by-quarter ownership of Prudential Financial (PRU) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Prudential Financial
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Quarterly reported holdings in Prudential Financial by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 15k | 103.74 |
| 2021-12-31 | $1.7M | 16k | 108.24 |
| 2021-09-30 | $1.5M | 14k | 105.20 |
| 2021-06-30 | $1.1M | 11k | 102.47 |
| 2021-03-31 | $841k | 9.2k | 91.10 |
| 2020-12-31 | $441k | 5.6k | 78.07 |
| 2020-09-30 | $317k | 5.0k | 63.52 |
| 2020-06-30 | $407k | 6.7k | 60.90 |
| 2020-03-31 | $401k | 7.7k | 52.14 |
| 2019-12-31 | $797k | 8.5k | 93.74 |