CAT β€” Caterpillar

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.

πŸ” Peak position
2.91% (2025 Q4)
πŸ“Š Avg. % of fund
1.63%
πŸ“… First filed
2015 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
41

Position Intelligence

PHYSICIANS FINANCIAL SERVICES, INC. Γ— CAT AI Analytics

πŸ“ˆ 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: –26.9%.

πŸ“ˆ Position Alpha vs SPY
+13.3%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 13.3% per year on this position.
40 quarters analyzed

⏱️ Timing Score
51%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
20 of 39 add/trim decisions correct

πŸ’° Entry Quality
$101.16
+465.0% vs current ($571.53)

Best entry: $53.07 (2015 Q4)  Β·  Worst: $384.78 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–26.9%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
50%
buy-side decisions

20 adds Β· 20 trims. Bought during 9 of 13 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ PHYSICIANS FINANCIAL SERVICES, INC. has been actively increasing its CAT allocation β€” a bullish signal from insiders.
Currently 2.91% of portfolio

⚠ 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.

% of Fund (quarterly)    CAT price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
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
31 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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