13F Filings History of Caldwell Sutter Capital, Inc.

Latest 13F report
Q3 2025 - Oct 29, 2025
Value $
$234M
Signature - Title
Christopher Anderson - Chief Compliance Officer
Location
Sausalito, CA
Summary
This page shows a list of all the recent 13F filings made by Caldwell Sutter Capital, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Caldwell Sutter Capital, Inc. reported 869 stock holdings with total value $234M as of Q3 2025. Top holdings included AAPL, MSA, PPIH, PLBC, and V.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 869 $234M +$11.3M -$5.62M +$5.71M AAPL, MSA, PPIH, PLBC, V 13F-HR 10/29/2025, 02:54 PM
Q2 2025 855 $218M +$4.58M -$5.89M -$1.31M AAPL, MSA, PPIH, V, DGICA 13F-HR 7/11/2025, 11:25 AM
Q1 2025 887 $210M +$7.1M -$7.4M -$307K AAPL, V, MSA, DGICA, KNTK 13F-HR 4/16/2025, 12:43 PM
Q4 2024 897 $215M +$6.37M -$5.25M +$1.12M AAPL, MSA, V, KNTK, MSFT 13F-HR 1/17/2025, 07:44 PM
Q3 2024 907 $215M +$6.56M -$10.7M -$4.11M AAPL, MSA, MSFT, KNTK, V 13F-HR 10/25/2024, 10:42 AM
Q2 2024 920 $202M +$8.55M -$10.9M -$2.32M AAPL, MSA, MSFT, V, KNTK 13F-HR 7/22/2024, 08:52 PM
Q1 2024 917 $208M +$10.7M -$7.37M +$3.35M AAPL, MSA, V, MSFT, CAT 13F-HR 4/19/2024, 12:09 PM
Q4 2023 953 $197M +$5.84M -$5.34M +$499K AAPL, MSA, V, MSFT, CAT 13F-HR 1/19/2024, 03:10 PM
Q3 2023 887 $181M +$5.16M -$7.38M -$2.23M AAPL, MSA, V, CVX, MSFT 13F-HR 10/25/2023, 03:08 PM
Q2 2023 862 $191M +$51.7M -$1.81M +$49.9M AAPL, MSA, V, MSFT, AMRK 13F-HR 7/19/2023, 04:01 PM
Q1 2023 564 $137M +$25.6M -$1.73M +$23.8M AAPL, MSA, NAII, V, AMRK 13F-HR 4/25/2023, 01:58 PM
Q4 2022 315 $113M $0 $0 AAPL, MSA, NAII, V, AMRK 13F-HR 2/10/2023, 05:02 PM