| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 4 | Q3 2023 | 7.0% |
| MSA SAFETY INC | 4 | Q3 2023 | 3.6% |
| VISA INC COM | 4 | Q3 2023 | 3.2% |
| NATURAL ALTERNATIVES INTL INC | 4 | Q3 2023 | 3.3% |
| DONEGAL GROUP INC | 4 | Q3 2023 | 2.6% |
| A-MARK PRECIOUS METALS INC | 4 | Q3 2023 | 2.6% |
| SUMMIT ST BK SANTA ROSA CALIF | 4 | Q3 2023 | 2.4% |
| KINETIK HOLDINGS INC COM NEW | 4 | Q3 2023 | 2.1% |
| CATERPILLAR INC | 4 | Q3 2023 | 1.8% |
| MICROSOFT CORP | 4 | Q3 2023 | 2.0% |
View CALDWELL SUTTER CAPITAL, INC.'s complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Power REIT | June 22, 2016 | 90,415 | 5.1% |
View CALDWELL SUTTER CAPITAL, INC.'s complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| SC 13G/A | 2024-02-05 |
| SC 13G/A | 2024-02-05 |
| 13F-HR | 2024-01-19 |
| MA-A | 2023-12-29 |
| X-17A-5 | 2023-12-21 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-19 |
| MA-I/A | 2023-04-27 |
| MA-I | 2023-04-26 |
View CALDWELL SUTTER CAPITAL, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.