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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 $245,896,270
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 46,573 $11,819,774 4.81%
2.
Perma-Pipe International Holdings Inc.
 PPIH 234,238 $6,982,635 2.84%
3.
Caterpillar Inc
 CAT 8,180 $5,795,003 2.36%
4.
Kinetik Holdings Inc.
 KNTK 118,570 $5,739,974 2.33%
5.
Plumas Bancorp
 PLBC 106,283 $5,188,736 2.11%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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