Ownership history in PHYSICIANS FINANCIAL SERVICES, INC. Β· 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 β sourced directly from SEC EDGAR 13F filings.
π PHYSICIANS FINANCIAL SERVICES, INC. outperformed the S&P 500 by +13.3% annually on this CAT position. Timing score: 51% (20/39 decisions correct). Average cost basis: $101.16. Maximum drawdown during holding period: β26.9%.
π₯ Exceptional β beat the S&P 500 by 13.3% per year on this position.
40 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
20 of 39 add/trim decisions correct
Best entry: $53.07 (2015 Q4) Β· Worst: $384.78 (2025 Q2)
πͺ Held through 2 major drawdowns (>20%).
20 adds Β· 20 trims. Bought during 9 of 13 down-price quarters. π More buys than sells across the holding period.
π PHYSICIANS FINANCIAL SERVICES, INC. has been actively increasing its CAT allocation β a bullish signal from insiders.
Currently 2.91% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size