CALDWELL SUTTER CAPITAL, INC. - Portfolio overview

CALDWELL SUTTER CAPITAL, INC. has 942 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Industrials.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 4.72%
2. PPIH - PERMA-PIPE INTL HLDGS INC, 2.79%
3. CAT - CATERPILLAR INC, 2.32%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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