Physicians Financial Services, Inc. / CAT
Physicians Financial Services, Inc.’s Caterpillar Inc Position
Does Physicians Financial Services, Inc. own Caterpillar Inc (CAT)? Yes — 19.2K shares worth $14M (+3.72% of its 13F portfolio) as of Q1 2026, up from 18.9K shares the prior filed quarter.
Position Value
$14M
Q1 2026
Shares
19.2K
% of Portfolio
+3.72%
Quarters Held
29
currently held
Position History CAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 19.2K | $14M | +3.72% |
| Q4 2025 | 18.9K | $11M | +2.91% |
| Q3 2025 | 19.3K | $9M | +2.51% |
| Q2 2025 | 19.4K | $8M | +2.24% |
| Q1 2025 | 19.3K | $6M | +2.03% |
| Q4 2024 | 18.4K | $7M | +2.02% |
| Q3 2024 | 18.0K | $7M | +2.19% |
| Q2 2024 | 18.5K | $6M | +2.01% |
| Q1 2024 | 18.3K | $7M | +2.36% |
| Q4 2023 | 18.3K | $5M | +2.05% |
| Q3 2023 | 18.2K | $5M | +2.03% |
| Q2 2023 | 18.2K | $4M | +1.76% |
| Q1 2023 | 18.3K | $4M | +1.77% |
| Q4 2022 | 18.2K | $4M | +1.97% |
| Q3 2022 | 18.3K | $3M | +1.45% |
| Q2 2022 | 18.4K | $3M | +1.47% |
| Q1 2022 | 18.3K | $4M | +1.55% |
| Q4 2021 | 18.4K | $4M | +1.41% |
| Q3 2021 | 18.4K | $4M | +1.43% |
| Q2 2021 | 17.4K | $4M | +1.55% |
| Q1 2021 | 17.6K | $4M | +1.74% |
| Q4 2020 | 16.3K | $3M | +1.43% |
| Q3 2020 | 17.5K | $3M | +1.30% |
| Q2 2020 | 17.6K | $2M | +1.23% |
| Q1 2020 | 17.4K | $2M | +1.39% |
| Q4 2019 | 17.8K | $3M | +1.42% |
| Q3 2019 | 19.4K | $2M | +1.40% |
| Q2 2019 | 19.0K | $3M | +1.53% |
| Q1 2019 | 17.9K | $2M | +1.50% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Physicians Financial Services, Inc.’s full portfolio or all institutional holders of CAT.