Caldwell Sutter Capital, Inc. Reduced Holdings in Q3 2024

Caldwell Sutter Capital, Inc.

  • $215 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NEM
Newmont Corp

Basic Materials
-45
- 6.96%
$41.65 - $55.85 $1.87K - $2.51K
602 $32.2M
CVS
Cvs Health Corp

Healthcare
-62
- 2.5%
$55.81 - $63.18 $3.46K - $3.92K
2.41K $152M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4
- 0.27%
$96.25 - $101.98 $385 - $408
1.5K $152M
SPY
Spdr S&P 500 ETF Trust

ETFs
-12
- 2.63%
$517.38 - $573.86 $6.21K - $6.89K
445 $255M
SWK
Stanley Black & Decker, Inc.

Industrials
-9
- 3.54%
$77.75 - $110.17 $700 - $992
245 $27M
ITA
Ishares Tr

ETFs
-4
- 0.96%
$131.58 - $149.64 $526 - $599
412 $61.7M
Solventum Corp Com
-88
- 11.47%
N/A
679 $47.3M
Gsk PLC
-26
- 0.62%
N/A
4.17K $170M
O
Realty Income Corp

Real Estate
-1.25K
- 14.88%
$52.36 - $63.42 $65.4K - $79.2K
7.14K $453M
MET
Metlife Inc

Financial Services
-116
- 7.2%
$67.96 - $82.48 $7.88K - $9.57K
1.49K $123M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
-400
- 6.25%
$19.62 - $23.55 $7.85K - $9.42K
6K $140M
TXN
Texas Instruments Inc

Technology
-4
- 0.36%
$194.6 - $194.6 $778 - $778
1.12K $231M
UFPI
Ufp Industries Inc

Basic Materials
-196
- 9.35%
$107.65 - $135.34 $21.1K - $26.5K
1.9K $249M
TSLA
Tesla, Inc.

Consumer Cyclical
-10
- 3.37%
$191.76 - $263.26 $1.92K - $2.63K
287 $75.1M
OCFC
Oceanfirst Financial Corp

Financial Services
-242
- 3.04%
$15.35 - $18.91 $3.71K - $4.58K
7.72K $144M
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
-1.08K
- 3.24%
$5.25 - $6.62 $5.69K - $7.17K
32.4K $202M
CMI
Cummins Inc

Industrials
-14
- 2.93%
$266.63 - $326.4 $3.73K - $4.57K
464 $150M
XOM
Exxon Mobil Corp

Energy
-112
- 0.72%
$109.72 - $119.0 $12.3K - $13.3K
15.5K $1.82B
WMB
Williams Companies, Inc.

Energy
-510
- 3.64%
$41.24 - $46.22 $21K - $23.6K
13.5K $617M
IP
International Paper CO

Consumer Cyclical
-94
- 2.08%
$42.55 - $49.98 $4K - $4.7K
4.42K $216M
DLR
Digital Realty Trust, Inc.

Real Estate
-177
- 3.38%
$144.47 - $162.98 $25.6K - $28.8K
5.07K $820M
EBC
Eastern Bankshares, Inc.

Financial Services
-600
- 4.44%
$13.69 - $17.09 $8.21K - $10.3K
12.9K $211M
KMI
Kinder Morgan, Inc.

Energy
-138
- 1.02%
$19.72 - $22.22 $2.72K - $3.07K
13.4K $295M
PBHC
Pathfinder Bancorp, Inc.

Financial Services
-600
- 3.9%
$12.69 - $17.37 $7.61K - $10.4K
14.8K $234M
ED
Consolidated Edison Inc

Utilities
-88
- 3.1%
$88.42 - $104.97 $7.78K - $9.24K
2.75K $286M
AEP
American Electric Power CO Inc

Utilities
-45
- 1.77%
$87.11 - $104.95 $3.92K - $4.72K
2.49K $256M
TRV
Travelers Companies, Inc.

Financial Services
-24
- 1.89%
$201.87 - $242.35 $4.84K - $5.82K
1.24K $291M
DIT
Amcon Distributing CO

Consumer Defensive
-80
- 1.32%
$134.21 - $161.57 $10.7K - $12.9K
6K $870M
MA
Mastercard Inc

Financial Services
-7
- 0.91%
$429.6 - $500.99 $3.01K - $3.51K
760 $375M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-39
- 2.4%
$156.14 - $187.2 $6.09K - $7.3K
1.59K $294M
GIS
General Mills Inc

Consumer Defensive
-169
- 3.21%
$62.5 - $75.15 $10.6K - $12.7K
5.09K $376M
D
Dominion Energy, Inc

Utilities
-263
- 3.95%
$48.01 - $58.53 $12.6K - $15.4K
6.4K $370M
KEY
Keycorp

Financial Services
-641
- 2.9%
$13.95 - $17.34 $8.94K - $11.1K
21.5K $360M
PEP
Pepsico Inc

Consumer Defensive
-27
- 0.26%
$161.9 - $179.3 $4.37K - $4.84K
10.2K $1.74B
COLB
Columbia Banking System, Inc.

Financial Services
-98
- 1.18%
$19.13 - $26.99 $1.87K - $2.65K
8.18K $214M
CARR
Carrier Global Corp

Industrials
-20
- 0.66%
$61.9 - $80.88 $1.24K - $1.62K
3.02K $243M
JPM
Jpmorgan Chase & CO

Financial Services
-133
- 1.4%
$194.9 - $224.8 $25.9K - $29.9K
9.4K $1.98B
AIV
Apartment Investment & Management CO

Real Estate
-2.5K
- 2.44%
$8.2 - $9.38 $20.5K - $23.5K
99.8K $902M
PFE
Pfizer Inc

Healthcare
-550
- 0.74%
$27.7 - $31.39 $15.2K - $17.3K
74.2K $2.15B
K
Kellogg CO

Consumer Defensive
-20
- 0.78%
$56.19 - $80.81 $1.12K - $1.62K
2.56K $206M
WELL
Welltower Inc.

Real Estate
-10
- 0.39%
$104.0 - $129.74 $1.04K - $1.3K
2.53K $323M
USB
Us Bancorp \De\

Financial Services
-111
- 1.0%
$39.04 - $47.23 $4.33K - $5.24K
11K $504M
KO
Coca Cola CO

Consumer Defensive
-200
- 2.13%
$62.69 - $73.01 $12.5K - $14.6K
9.19K $660M
PM
Philip Morris International Inc.

Consumer Defensive
-33
- 0.91%
$101.25 - $127.45 $3.34K - $4.21K
3.6K $436M
RTX
Raytheon Technologies Corp

Industrials
-1
- 0.03%
$99.55 - $123.34 $99.6 - $123
3.32K $402M
UNH
Unitedhealth Group Inc

Healthcare
-16
- 1.51%
$488.01 - $604.18 $7.81K - $9.67K
1.05K $611M
NEE
Nextera Energy Inc

Utilities
-191
- 2.9%
$69.9 - $84.97 $13.4K - $16.2K
6.41K $541M
OKE
Oneok Inc

Energy
-47
- 0.54%
$78.62 - $95.27 $3.7K - $4.48K
8.62K $786M
DUK
Duke Energy Corp

Utilities
-181
- 2.69%
$99.35 - $117.71 $18K - $21.3K
6.56K $756M
Activity Summary
Buys All Purchases 110 New Holdings 21 Increased Positions 89 Sells All Sells 175 Reductions 175 Sold out 0 Options Calls 0 Puts 0
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