A detailed history of Caldwell Trust CO transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Caldwell Trust CO holds 21,275 shares of BRK-B stock, worth $10.8 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
21,275
Previous 21,614 1.57%
Holding current value
$10.8 Million
Previous $10.5 Billion 1.87%
% of portfolio
1.0%
Previous 1.05%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025

SELL
$459.11 - $506.91 $155,638 - $171,842
-339 Reduced 1.57%
21,275 $10.7 Billion
Q2 2025

Sep 22, 2025

BUY
$483.48 - $539.8 $10.4 Million - $11.7 Million
21,614 New
21,614 $10.5 Billion
Q1 2025

Sep 23, 2025

BUY
$442.66 - $534.52 $304,550 - $367,749
688 Added 3.18%
22,302 $11.9 Billion
Q4 2024

Sep 24, 2025

SELL
$442.29 - $483.08 $133,571 - $145,890
-302 Reduced 1.27%
23,548 $10.7 Billion
Q3 2024

Sep 24, 2025

SELL
$405.19 - $478.57 $596,844 - $704,933
-1,473 Reduced 5.82%
23,850 $11 Billion
Q2 2024

Sep 24, 2025

BUY
$396.73 - $420.24 $396,333 - $419,819
999 Added 4.11%
25,323 $10.3 Billion
Q1 2024

Sep 24, 2025

BUY
$359.29 - $420.52 $973,675 - $1.14 Million
2,710 Added 12.54%
24,324 $10.2 Billion
Q4 2023

Oct 01, 2025

SELL
$331.71 - $362.68 $78,283 - $85,592
-236 Reduced 0.94%
24,765 $8.83 Billion
Q3 2023

Oct 01, 2025

SELL
$340.9 - $370.48 $75,338 - $81,876
-221 Reduced 0.88%
25,001 $8.76 Billion
Q2 2023

Oct 01, 2025

SELL
$309.07 - $341.0 $102,611 - $113,212
-332 Reduced 1.3%
25,222 $8.6 Billion
Q1 2023

Oct 01, 2025

BUY
$293.51 - $320.37 $1.16 Million - $1.26 Million
3,940 Added 18.23%
25,554 $7.89 Billion
Q4 2022

Oct 01, 2025

SELL
$264.0 - $318.6 $59,400 - $71,685
-225 Reduced 0.87%
25,597 $7.91 Billion
Q3 2022

Oct 01, 2025

BUY
$264.32 - $306.65 $1.11 Million - $1.29 Million
4,208 Added 19.47%
25,822 $6.89 Billion
Q2 2022

Oct 01, 2025

SELL
$267.52 - $353.1 $135,097 - $178,315
-505 Reduced 2.0%
24,739 $6.75 Billion
Q1 2022

Oct 01, 2025

BUY
$300.79 - $359.57 $1.09 Million - $1.31 Million
3,630 Added 16.79%
25,244 $8.91 Billion
Q4 2021

Oct 02, 2025

SELL
$273.64 - $300.17 $93,037 - $102,057
-340 Reduced 1.29%
26,028 $7.78 Billion
Q3 2021

Oct 02, 2025

SELL
$272.66 - $291.28 $90,523 - $96,704
-332 Reduced 1.24%
26,368 $7.2 Billion
Q2 2021

Oct 02, 2025

SELL
$258.2 - $292.52 $516,400 - $585,040
-2,000 Reduced 6.97%
26,700 $7.42 Billion
Q1 2021

Oct 02, 2025

BUY
$227.36 - $263.99 $1.61 Million - $1.87 Million
7,086 Added 32.78%
28,700 $7.33 Billion
Q4 2020

Oct 02, 2025

BUY
$200.7 - $233.92 $1.45 Million - $1.69 Million
7,212 Added 33.37%
28,826 $6.68 Billion
Q3 2020

Oct 02, 2025

SELL
$177.99 - $221.68 $528,986 - $658,832
-2,972 Reduced 9.34%
28,838 $6.14 Billion
Q2 2020

Oct 02, 2025

SELL
$169.25 - $201.56 $35,711 - $42,529
-211 Reduced 0.66%
31,810 $5.68 Billion
Q1 2020

Oct 02, 2025

BUY
$162.13 - $230.2 $1.69 Million - $2.4 Million
10,407 Added 48.15%
32,021 $5.85 Billion
Q4 2019

Oct 06, 2025

BUY
$203.1 - $227.05 $2.28 Million - $2.55 Million
11,234 Added 51.98%
32,848 $7.44 Billion

Others Institutions Holding BRK-B

About BERKSHIRE HATHAWAY INC - Class B


  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $662B
More about BRK-B
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