CALDWELL SUTTER CAPITAL, INC.
Position in CWT — California Water Service Group
CIK 702007
SAUSALITO, CA
Position in CWT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$41,595
+$2,830 QoQ
Shares Held
855
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#258
of 343 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CWT Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026CALDWELL SUTTER CAPITAL, INC. holds $59,947 across 3 Utilities - Regulated Water names. CWT ranks #1 (69.4% of the industry book) .
All Filings in CWT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,595 | 855 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $38,765 | 855 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $37,047 | 855 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $39,235 | 855 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $38,885 | 855 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $41,433 | 855 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $38,757 | 855 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $46,358 | 855 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $41,458 | 855 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $39,740 | 855 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $44,348 | 855 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $40,450 | 855 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $44,143 | 855 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $46,560 | 800 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||