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
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-1.36K
- 0.82%
$9.89 - $11.43 $13.4K - $15.5K
164K $1.81B
WMT
Walmart Inc.

Consumer Defensive
-122
- 1.5%
$66.91 - $81.4 $8.16K - $9.93K
8.03K $649M
SBUX
Starbucks Corp

Consumer Cyclical
-326
- 4.79%
$72.51 - $98.6 $23.6K - $32.1K
6.47K $631M
CLX
Clorox CO

Consumer Defensive
-76
- 1.73%
$131.73 - $166.97 $10K - $12.7K
4.32K $704M
MMM
3 M CO

Industrials
-369
- 8.02%
$99.69 - $139.42 $36.8K - $51.4K
4.23K $578M
MCD
Mcdonalds Corp

Consumer Cyclical
-225
- 6.3%
$245.82 - $304.51 $55.3K - $68.5K
3.35K $1.02B
ABBV
Abb Vie Inc.

Healthcare
-201
- 3.5%
$163.84 - $199.33 $32.9K - $40.1K
5.54K $1.09B
GILD
Gilead Sciences, Inc.

Healthcare
-452
- 4.41%
$66.59 - $83.99 $30.1K - $38K
9.79K $821M
IVV
Ishares Core S&P 500 ETF

ETFs
-46
- 0.91%
$520.18 - $576.82 $23.9K - $26.5K
5.01K $2.89B
META
Meta Platforms, Inc.

Communication Services
-150
- 4.45%
$453.41 - $572.44 $68K - $85.9K
3.22K $1.84B
CSCO
Cisco Systems, Inc.

Technology
-117
- 0.41%
$44.74 - $53.22 $5.23K - $6.23K
28.1K $1.5B
VIG
Vanguard Dividend Appreciation

ETFs
-194
- 1.46%
$182.15 - $182.15 $35.3K - $35.3K
13.1K $2.6B
LMT
Lockheed Martin Corp

Industrials
-45
- 2.71%
$460.3 - $584.56 $20.7K - $26.3K
1.62K $946M
KNTK
Kinetik Holdings Inc.

Energy
-3.74K
- 4.14%
$38.59 - $47.43 $144K - $178K
86.7K $3.92B
HD
Home Depot, Inc.

Consumer Cyclical
-51
- 1.41%
$333.64 - $405.2 $17K - $20.7K
3.58K $1.45B
ARL
American Realty Investors Inc

Real Estate
-1.91K
- 2.36%
$13.86 - $21.13 $26.4K - $40.3K
78.9K $1.38B
HMST
Home Street, Inc.

Financial Services
-500
- 0.83%
$11.0 - $16.0 $5.5K - $8K
59.5K $938M
IBM
International Business Machines Corp

Technology
-848
- 8.78%
$175.1 - $223.38 $148K - $189K
8.81K $1.95B
BANR
Banner Corp

Financial Services
-800
- 2.37%
$47.37 - $61.4 $37.9K - $49.1K
32.9K $1.96B
AXP
American Express CO

Financial Services
-8
- 0.11%
$225.92 - $271.17 $1.81K - $2.17K
7.42K $2.01B
CAT
Caterpillar Inc

Industrials
-751
- 7.42%
$316.8 - $391.12 $238K - $294K
9.37K $3.66B
AAPL
Apple Inc.

Technology
-3.16K
- 6.14%
$207.23 - $234.82 $654K - $741K
48.2K $11.2B
INBK
First Internet Bancorp

Financial Services
-300
- 0.41%
$27.28 - $39.1 $8.18K - $11.7K
73.1K $2.5B
AXR
Amrep Corp.

Real Estate
-1.3K
- 2.41%
$18.13 - $30.67 $23.6K - $39.9K
52.6K $1.56B
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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