CALDWELL SUTTER CAPITAL, INC.
CIK
702007
City
SAUSALITO
State / Country
CA
Top Portfolio Positions
660 positions ·
$195,989,656 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
46,573 | $11,819,761 | 6.03% |
| PPIH |
Perma-Pipe International Holdings, Inc.
Industrials
|
234,238 | $6,982,634 | 3.56% |
| CAT |
Caterpillar Inc
Industrials
|
8,180 | $5,795,202 | 2.96% |
| KNTK |
Kinetik Holdings Inc.
Energy
|
118,570 | $5,739,973 | 2.93% |
| PLBC |
Plumas Bancorp
Financial Services
|
106,283 | $5,188,736 | 2.65% |
| MSA |
MSA Safety Inc
Industrials
|
29,279 | $4,800,292 | 2.45% |
| V |
Visa Inc.
Financial Services
|
12,921 | $3,905,243 | 1.99% |
| DGICA |
Donegal Group Inc
Financial Services
|
212,303 | $3,647,365 | 1.86% |
| CVX |
Chevron Corp
Energy
|
16,812 | $3,478,402 | 1.77% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
3,013 | $3,002,243 | 1.53% |
Portfolio Trend
Holdings in KYN
Shares Held
Position Value (USD)
14 of 14 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,014,508 | 141,072 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,752,141 | 141,530 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,783,791 | 144,203 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,958,371 | 153,960 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,019,467 | 157,402 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,076,331 | 163,362 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,808,334 | 164,394 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,712,228 | 165,753 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,710,809 | 170,910 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,582,700 | 180,262 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,546,363 | 183,872 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,508,553 | 185,326 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,587,427 | 183,730 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,561,686 | 182,440 | Shares | Sole | 2023-02-10 | |
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