Ownership history in PHYSICIANS FINANCIAL SERVICES, INC. · 41 quarters on record
This page tracks every 13F SEC filing in which PHYSICIANS FINANCIAL SERVICES, INC. reported a position in Caterpillar (CAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 18,949 | -345 | -1.8% | 2.91% | $10.9M | $571.53 |
| 2025 Q3 | REDUCED | 19,294 | -100 | -0.5% | 2.51% | $9.2M | $474.67 |
| 2025 Q2 | ADDED | 19,394 | +60 | +0.3% | 2.24% | $7.5M | $384.78 |
| 2025 Q1 | ADDED | 19,334 | +951 | +5.2% | 2.03% | $6.4M | $325.32 |
| 2024 Q4 | ADDED | 18,383 | +399 | +2.2% | 2.02% | $6.7M | $356.53 |
| 2024 Q3 | REDUCED | 17,984 | -555 | -3.0% | 2.19% | $7.0M | $383.03 |
| 2024 Q2 | ADDED | 18,539 | +224 | +1.2% | 2.01% | $6.2M | $324.88 |
| 2024 Q1 | ADDED | 18,315 | +20 | +0.1% | 2.36% | $6.7M | $356.09 |
| 2023 Q4 | ADDED | 18,295 | +100 | +0.5% | 2.05% | $5.4M | $286.00 |
| 2023 Q3 | REDUCED | 18,195 | -50 | -0.3% | 2.03% | $5.0M | $262.72 |
As of 2025 Q4 — sorted by position size