CALDWELL SUTTER CAPITAL, INC.
Top Portfolio Positions
664 positions ·
$199,409,390 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
46,573 | $11,819,761 | 5.93% | |
| PPIH |
Perma-Pipe International Holdings, Inc.
Industrials
|
234,238 | $6,982,634 | 3.50% | |
| CAT |
Caterpillar Inc
Industrials
|
8,180 | $5,795,202 | 2.91% | |
| KNTK |
Kinetik Holdings Inc.
Energy
|
118,570 | $5,739,973 | 2.88% | |
| PLBC |
Plumas Bancorp
Financial Services
|
106,283 | $5,188,736 | 2.60% | |
| MSA |
MSA Safety Inc
Industrials
|
29,279 | $4,800,292 | 2.41% | |
| V |
Visa Inc.
Financial Services
|
12,921 | $3,905,243 | 1.96% | |
| DGICA |
Donegal Group Inc
Financial Services
|
212,303 | $3,647,365 | 1.83% | |
| CVX |
Chevron Corp
Energy
|
16,812 | $3,478,402 | 1.74% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
7,114 | $3,409,028 | 1.71% |
Portfolio Trend
14 quarters · across all stocks
Holdings in WLY
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,201,483 | 31,535 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,035,600 | 33,810 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,368,290 | 33,810 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,508,940 | 33,810 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,512,188 | 33,936 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,483,342 | 33,936 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,637,412 | 33,936 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,381,195 | 33,936 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,505,677 | 39,488 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,253,349 | 39,488 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,467,768 | 39,488 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,343,776 | 39,488 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,530,949 | 39,488 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,377,583 | 34,388 | Shares | Sole | 2023-02-10 | |
| No 13F history on record for this holder in this stock. | ||||||