CALDWELL SUTTER CAPITAL, INC. 13F Holdings

CIK 0000702007 · SAUSALITO, CA

As of Sep 30, 2025, CALDWELL SUTTER CAPITAL, INC. reported 871 positions worth $209.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology51,780 3.2M6.29%
MSA SAFETY INCMSAIndustrials33,299$5.7M2.73%
PERMA-PIPE INTL HLDGS INCPPIHBasic Materials241,154$5.7M2.69%
PLUMAS BANCORPPLBCFinancial Services105,684$4.6M2.17%
VISA INC-CLASS A SHARESVFinancial Services13,221$4.5M2.15%
DONEGAL GROUP INCDGICAFinancial Services223,353$4.3M2.06%
CATERPILLAR INCCATIndustrials8,736$4.2M1.99%
SUMMIT ST BK SANTA ROSA CALISSBIFinancial Services349,314$4.2M1.98%
MICROSOFT CORPMSFTTechnology7,612$3.9M1.88%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services6,470$3.3M1.55%
ISHARES CORE S&P 500 ETFIVV—4,846$3.2M1.55%
KINETIK HOLDINGS INCKNTKEnergy72,710$3.1M1.48%
VANGUARD DIVIDEND APPREC ETFVIG—14,394$3.1M1.48%
JPMORGAN CHASE & COJPMFinancial Services9,357$3.0M1.41%
COSTCO WHOLESALE CORPCOSTConsumer Defensive3,048$2.8M1.35%
CHEVRON CORPCHVEnergy17,007$2.6M1.26%
FIRSTSUN CAP BANCORPFSUNFinancial Services63,405$2.5M1.17%
MODINE MANUFACTURING COMODConsumer Cyclical17,239$2.5M1.17%
AMERICAN EXPRESS COAXPFinancial Services7,338$2.4M1.16%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology8,509$2.4M1.14%
BAYCOM CORPBCMLFinancial Services80,315$2.3M1.10%
META PLATFORMS INCMETACommunication Services3,135$2.3M1.10%
SENECA FOODS CORP NEWSENEAConsumer Defensive20,846$2.3M1.07%
NEW ENGLAND RLTY ASSOC LTD PNENReal Estate30,226$2.2M1.03%
INTUIT INCINTUTechnology3,170$2.2M1.03%