13F Insight
DOSSIER · 13F-HR · Q1 2026

CALDWELL SUTTER CAPITAL, INC.

CALDWELL SUTTER's hedge fund based in Omaha, NE — $246M in tracked AUM across 894 positions as of Q1 2026.

CS
CALDWELL SUTTER·Omaha, NE·Hedge Fund
CIK 0000702007 · last filed Mar 31, 2026
Total AUM
$246M
▼ 19.5%
vs prior
Holdings
894
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q
Top sector
Tech
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

CALDWELL SUTTER CAPITAL, INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$12M47K4.8%
02
PPIH
PERMA-PIPE INTL HLDGS INC
$7M234K2.8%
03
CAT
CATERPILLAR INC
$6M8K2.4%
04
KNTK
KINETIK HOLDINGS INC COM
$6M119K2.3%
05
PLBC
PLUMAS BANCORP
$5M106K2.1%
06
MSA
MSA SAFETY INC
$5M29K2.0%
07
SSBI
SUMMIT ST BK SANTA ROSA CALIF
$5M347K1.9%
08
SGOV
ISHARES TR
$4M44K1.8%
09
V
VISA INC
$4M13K1.6%
10
DGICA
DONEGAL GROUP INC
$4M212K1.5%

Filing history

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