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Caldwell Holding Company Financials, FR Y-9SP Data and Filings

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Bank Holding Company Louisiana RSSD 1108985 FRS Est. 1983

Caldwell Holding Company is a bank holding company based in Louisiana with $676.9M in total consolidated assets as of June 30, 2026, on the consolidated assets memorandum line of its FR Y-9SP, a parent-company-only report. It owns 3 banks that file a call report, the largest being Caldwell Bank & Trust Company ($298.6M in assets). It files with the SEC under CIK 1466295: see its filings on EDGAR.

Holding companies with less than $3 billion in assets file the semiannual FR Y-9SP rather than the quarterly FR Y-9C. The FR Y-9SP reports the parent company on its own, apart from one consolidated assets line, so deposits, loans, capital ratios and quarterly earnings sit in the bank's call report: see Caldwell Bank & Trust Company.

Key Financials FR Y-9SP, as of June 30, 2026

Total consolidated assets
$676.9M
Total assets, parent only
$88.2M
Total equity, parent only
$55.4M
Net income, parent only (first half of 2026)
$2.4M

Source: FR Y-9SP for June 30, 2026. Total consolidated assets covers the company and every subsidiary (Memoranda item 1, BHSP8519). The parent-only lines count the holding company itself, which carries its banks as an investment, and its net income is year to date. Bank-level figures in the tables below come from each bank's own call report.

Bank Subsidiaries 3 banks held directly or through another holding company

Bank Charter State Total assets (call report) Share of bank assets Held through
Caldwell Bank & Trust Company State Non-Member Bank LA $298.6M 44.9% Held directly
Citizens Progressive Bank State Non-Member Bank LA $243.3M 36.6% Held directly
Progressive National Bank National Bank LA $122.9M 18.5% Held directly

Questions About Caldwell Holding Company

What are Caldwell Holding Company's total assets?

Caldwell Holding Company reported $676.9M in total consolidated assets as of June 30, 2026, the figure it entered on the consolidated assets memorandum line of its FR Y-9SP filing with the Federal Reserve. The FR Y-9SP is a parent-company-only report that carries no consolidated balance sheet, and holding companies with less than $3 billion in assets file it semiannually instead of the quarterly FR Y-9C.

How many banks does Caldwell Holding Company own?

Caldwell Holding Company owns 3 banks that file a call report: Caldwell Bank & Trust Company, Citizens Progressive Bank, and Progressive National Bank.

Who owns Caldwell Bank & Trust Company?

Caldwell Bank & Trust Company is owned by Caldwell Holding Company. The bank reported $298.6M in total assets on its latest call report.

Where can I find Caldwell Holding Company's FR Y-9SP?

Caldwell Holding Company files the FR Y-9SP with the Federal Reserve every six months, as of June 30 and December 31. The reports are public on the FFIEC National Information Center under RSSD ID 1108985. This page summarizes the FR Y-9SP for Q2 2026.

Does Caldwell Holding Company file with the SEC?

Yes. Caldwell Holding Company files with the SEC under Central Index Key (CIK) 1466295.

Filing Details fiscal year and SEC registration

Fiscal year end
December 31
Ticker
—
SEC CIK
1466295
SEC filings
—

Organization Map select + to expand a subsidiary's own holdings

Holding company Reporting bank Nonbank subsidiary

Direct Subsidiaries 4 active direct subsidiaries

Entity Type State Total Assets Share of bank subsidiary assets
Caldwell Bank & Trust Company · 925354 State Non-Member Bank LA $298.6M 44.9%
Citizens Progressive Bank · 732253 State Non-Member Bank LA $243.3M 36.6%
Progressive National Bank · 675855 National Bank LA $122.9M 18.5%
Caldwell Insurance Agency, L.L.C. · 2679772 Nonbank Subsidiary LA — —

Share of bank subsidiary assets divides each bank's total assets by the combined assets of the bank subsidiaries listed. Nonbank subsidiaries are not counted.

Regulator records: FFIEC NIC profile (RSSD 1108985)