Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2015 |
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.