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Home > Institutional Investor > Caldwell Sutter Capital, Inc. > Profile

Instuitional Investor - Caldwell Sutter Capital, Inc.

Fund Profile
Filing Period:
Fund Name: Caldwell Sutter Capital, Inc.
Portfolio Value $265,239,019
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 46,641 $13,496,039 5.09%
2.
Caterpillar Inc
 CAT 7,994 $8,512,674 3.21%
3.
Perma-Pipe International Holdings Inc.
 PPIH 231,638 $6,307,503 2.38%
4.
Plumas Bancorp
 PLBC 106,283 $6,211,179 2.34%
5.
Kinetik Holdings Inc.
 KNTK 117,726 $5,690,875 2.15%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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