Caldwell Sutter Capital, Inc. Portfolio Holdings

Caldwell Sutter Capital, Inc.

  • $234 Billion
  • Q3 2025

Caldwell Sutter Capital, Inc. has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $234 Billion distributed in 871 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $13.2B, Msa Safety Inc with a value of $5.73B, Perma Pipe International Holdings, Inc. with a value of $5.65B, Plumas Bancorp with a value of $4.56B, and Visa Inc. with a value of $4.51B.

Examining the 13F form we can see an increase of $15.8B in the current position value, from $218B to 234B.

Caldwell Sutter Capital, Inc. is based out at Sausalito, CA

Below you can find more details about Caldwell Sutter Capital, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $234 Billion
Financial Services: $62 Billion
ETFs: $35 Billion
Technology: $30.3 Billion
Industrials: $26.9 Billion
Consumer Defensive: $15.4 Billion
Energy: $12.7 Billion
Real Estate: $10.3 Billion
Communication Services: $9.61 Billion
Other: $22.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$13B
$30.8 Million 0.01% of portfolio
3,107
Q3 2025 Added 4.86%
$14.1B
$32.1 Million 0.01% of portfolio
198
Q1 2023 New
$1.88B
$27.6 Million 0.01% of portfolio
500
Q2 2023 New
$1.91B
$14.5 Million 0.01% of portfolio
600
Q3 2025 New
$429M
$20.4 Million 0.01% of portfolio
992
Q3 2025 Added 17.81%
$2.87B
$15.6 Million 0.01% of portfolio
432
Q4 2024 Added 13.98%
Atmus Filtration Technologies
-
$13.7 Million 0.01% of portfolio
-
Q3 2024 Reduced 87.54%
$82.8B
$30.3 Million 0.01% of portfolio
105
Q1 2024 Reduced 67.69%
$32.2B
$23.9 Million 0.01% of portfolio
400
Q1 2024 Reduced 20.0%
$0
$21.1 Million 0.01% of portfolio
267
Q1 2024 Added 11.72%
$0
$15.2 Million 0.01% of portfolio
693
Q1 2025 Reduced 53.58%
$23.8B
$21.1 Million 0.01% of portfolio
178
Q2 2025 Reduced 13.59%
$1.2B
$34.8 Million 0.01% of portfolio
5,500
Q3 2024 New
$0
$24.6 Million 0.01% of portfolio
118
Q3 2025 Reduced 17.48%
$1.46T
$33.8 Million 0.01% of portfolio
121
Q4 2024 Reduced 6.2%
$0
$18.1 Million 0.01% of portfolio
1,350
Q2 2023 Added 484.42%
$7.95B
$16.4 Million 0.01% of portfolio
637
Q1 2024 Reduced 1.39%
$71.6B
$12.5 Million 0.01% of portfolio
187
Q1 2025 Added 15.43%
$55.9B
$31 Million 0.01% of portfolio
1,585
Q3 2025 Reduced 7.47%
$0
$19.7 Million 0.01% of portfolio
1,471
Q3 2025 New
$976M
$17.2 Million 0.01% of portfolio
1,958
Q4 2022 New
Lithium Amers Corp
-
$22.8 Million 0.01% of portfolio
-
Q3 2025 New
$13.3B
$23.2 Million 0.01% of portfolio
1,578
Q3 2025 Added 1.94%
$0
$32.2 Million 0.01% of portfolio
1,019
Q3 2025 Added 10.88%
$0
$19 Million 0.01% of portfolio
196
Q2 2024 Added 18.07%
Ge Healthcare Technologies Inc
-
$20.2 Million 0.01% of portfolio
-
Q3 2025 Added 4.26%
$0
$25.4 Million 0.01% of portfolio
501
Q1 2025 Reduced 26.43%
$14.8M
$14.4 Million 0.01% of portfolio
4,200
Q4 2022 New
$0
$19.5 Million 0.01% of portfolio
465
Q2 2025 Reduced 39.14%
$3.74B
$12.6 Million 0.01% of portfolio
355
Q2 2025 Added 15.26%
Global Indemnity Group LLC
-
$34.9 Million 0.01% of portfolio
-
Q1 2025 Reduced 42.86%
$0
$17.5 Million 0.01% of portfolio
577
Q2 2023 New
$55.9B
$20 Million 0.01% of portfolio
21
Q1 2024 Reduced 4.55%
$272B
$22.2 Million 0.01% of portfolio
116
Q3 2025 Added 4.5%
$0
$21.4 Million 0.01% of portfolio
214
Q3 2025 Reduced 24.65%
$0
$30.1 Million 0.01% of portfolio
506
Q3 2025 Added 0.6%
$9.71B
$22.5 Million 0.01% of portfolio
303
Q3 2025 Added 18.82%
$0
$14.5 Million 0.01% of portfolio
102
Q4 2022 New
$0
$17.9 Million 0.01% of portfolio
290
Q2 2023 New
$584M
$19.8 Million 0.01% of portfolio
3,415
Q3 2025 Reduced 47.3%
$29.2B
$17.6 Million 0.01% of portfolio
394
Q2 2023 Added 14.53%
$26.8B
$17.9 Million 0.01% of portfolio
10
Q4 2022 New
$0
$26.9 Million 0.01% of portfolio
242
Q3 2025 Added 22.84%
$25.4B
$19.1 Million 0.01% of portfolio
700
Q1 2024 New
$0
$25.9 Million 0.01% of portfolio
199
Q3 2025 Reduced 28.42%
$0
$26.7 Million 0.01% of portfolio
180
Q4 2022 New
$45.6B
$12.2 Million 0.01% of portfolio
271
Q4 2023 Added 3.83%
Everus Constr Group
-
$16.5 Million 0.01% of portfolio
-
Q2 2025 Reduced 56.43%
$388B
$23.1 Million 0.01% of portfolio
143
Q3 2025 Reduced 14.88%

Summary

  • Portfolio
  • No. of Stocks 871
  • Current Value $234 Billion
  • Prior Value $218 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 40 stocks
  • Additional Purchases 125 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 159 stocks
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