Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CALDWELL SUTTER CAPITAL, INC. (CIK 702007) reported $245.9M across 883 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($11.8M, 4.81%), PPIH ($7.0M, 2.84%), CAT ($5.8M, 2.36%), KNTK ($5.7M, 2.33%), PLBC ($5.2M, 2.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $11.8M | 4.81% | 46,573 | Trimmed |
| 2 | PPIH | PERMA-PIPE INTL HLDGS INC | $7.0M | 2.84% | 234,238 | Trimmed |
| 3 | CAT | CATERPILLAR INC | $5.8M | 2.36% | 8,180 | Trimmed |
| 4 | KNTK | KINETIK HOLDINGS INC COM | $5.7M | 2.33% | 118,570 | Added |
| 5 | PLBC | PLUMAS BANCORP | $5.2M | 2.11% | 106,283 | Hold |
| 6 | MSA | MSA SAFETY INC | $4.8M | 1.95% | 29,279 | Trimmed |
| 7 | SSBI | SUMMIT ST BK SANTA ROSA CALIF | $4.6M | 1.89% | 347,063 | Added |
| 8 | SGOV | ISHARES TR | $4.4M | 1.80% | 43,934 | Added |
| 9 | V | VISA INC | $3.9M | 1.59% | 12,921 | Trimmed |
| 10 | DGICA | DONEGAL GROUP INC | $3.6M | 1.48% | 212,303 | Hold |
| 11 | CVX | CHEVRON CORPORATION | $3.5M | 1.41% | 16,812 | Trimmed |
| 12 | BRK/B | BERKSHIRE HATHAWA INC DEL | $3.4M | 1.39% | 7,114 | Added |
| 13 | IVV | ISHARES TR | $3.1M | 1.28% | 4,821 | Trimmed |
| 14 | VIG | VANGUARD SPECIALIZED FUNDS | $3.1M | 1.24% | 14,211 | Trimmed |
| 15 | SENEA | SENECA FOODS CORP | $3.0M | 1.23% | 19,996 | Hold |
| 16 | COST | COSTCO WHOLESALE CORPORATION | $3.0M | 1.22% | 3,013 | Trimmed |
| 17 | MOD | MODINE MFG CO | $2.8M | 1.14% | 12,939 | Trimmed |
| 18 | MSFT | MICROSOFT CORP | $2.7M | 1.10% | 7,279 | Trimmed |
| 19 | JPM | JPMORGAN CHASE & CO | $2.6M | 1.08% | 8,996 | Trimmed |
| 20 | PKBK | PARKE BANCORP INC | $2.6M | 1.05% | 91,336 | Trimmed |
| 21 | BCML | BAYCOM CORP | $2.4M | 0.97% | 80,010 | Hold |
| 22 | XOM | EXXON MOBIL CORP | $2.4M | 0.96% | 13,877 | Trimmed |
| 23 | AXP | AMERICAN EXPRESS CO | $2.2M | 0.90% | 7,338 | Hold |
| 24 | FSUN | FIRSTSUN CAP BANCORP | $2.1M | 0.86% | 58,322 | Trimmed |
| 25 | CSCO | CISCO SYS INC | $2.1M | 0.85% | 27,051 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31