Christopher Anderson

Caldwell Sutter Capital, Inc.

Assets Managed

$245.896M

Holdings

894

Last Quarter

2026 - Q1

Filed Date

20d ago

Growth Rate

4.25%(2Q avg: 2.5%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Caldwell Sutter Capital, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 894 positions.

Assets under management

The assets under management (AUM) of Caldwell Sutter Capital, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 245.896M in assets, with a quarterly growth rate of 4.25% and a 2-quarter average growth rate of 2.5%. The portfolio is managed by Christopher Anderson, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AAPL Apple Inc Recent Activity Decreased -3.97%	4.81%	$11.82M 46,573 shares@ $253.8 avg price	Decreased -3.97%
PPIH Perma-pipe International Hol Recent Activity Decreased -0.42%	2.84%	$6.983M 234,238 shares@ $29.82 avg price	Decreased -0.42%
CAT Caterpillar Inc Recent Activity Decreased -4.87%	2.36%	$5.795M 8,180 shares@ $708.44 avg price	Decreased -4.87%
KNTK Kinetik Holdings Inc Recent Activity Increased 61.91%	2.34%	$5.74M 118,570 shares@ $48.42 avg price	Increased 61.91%
PLBC Plumas Bancorp Recent Activity	2.12%	$5.189M 106,283 shares@ $48.82 avg price
MSA Msa Safety Inc Recent Activity Decreased -8.92%	1.96%	$4.8M 29,279 shares@ $163.95 avg price	Decreased -8.92%
SSBI Summit State Bank Recent Activity Increased 0.08%	1.89%	$4.64M 347,063 shares@ $13.38 avg price	Increased 0.08%
SGOV Ishares 0-3 Month Treasury B Recent Activity Increased 54.73%	1.8%	$4.422M 43,934 shares@ $100.67 avg price	Increased 54.73%
V Visa Inc-class A Shares Recent Activity Decreased -1.69%	1.59%	$3.905M 12,921 shares@ $302.23 avg price	Decreased -1.69%
DGICA Donegal Group Inc-cl A Recent Activity	1.49%	$3.647M 212,303 shares@ $17.19 avg price

1-10 of 894