Rockwell Automation shares owned by Caldwell Trust
Quarter-by-quarter ownership of Rockwell Automation (ROK) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Rockwell Automation
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Quarterly reported holdings in Rockwell Automation by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $454k | 917 | 495.08 |
| 2026-03-31 | $329k | 917 | 358.88 |
| 2025-12-31 | $357k | 917 | 389.07 |
| 2025-09-30 | $356k | 1.0k | 349.53 |
| 2021-12-31 | $127k | 364 | 348.85 |
| 2021-09-30 | $103k | 350 | 294.04 |
| 2021-06-30 | $100k | 350 | 286.02 |
| 2021-03-31 | $139k | 525 | 265.44 |
| 2020-12-31 | $132k | 525 | 250.81 |
| 2020-09-30 | $116k | 525 | 220.68 |
| 2020-06-30 | $112k | 525 | 213.00 |
| 2020-03-31 | $79k | 525 | 150.91 |
| 2019-12-31 | $106k | 525 | 202.67 |