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Berkeley Inc’s Cathay General Bancorp CATY Stock Holding History

Berkeley Inc’s Portfolio CATY Stock Details CATY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6,648
Closed -$231K – 72
2023
Q3 		$231K Sell
6,648
-4,019
-38% -$143K 0.16% 72
2023
Q2 		$343K Sell
10,667
-2,053
-16% -$65.2K 0.23% 64
2023
Q1 		$439K Buy
12,720
+2,023
+19% +$83.1K 0.32% 55
2022
Q4 		$436K Buy
10,697
+30
+0.3% +$1.3K 0.33% 55
2022
Q3 		$410K Buy
10,667
+2,731
+34% +$114K 0.35% 56
2022
Q2 		$311K Buy
7,936
+311
+4% +$12.7K 0.25% 68
2022
Q1 		$341K Buy
7,625
+16
+0.2% +$736 0.24% 74
2021
Q4 		$327K Buy
+7,609
New +$328K 0.22% 73

Other funds holding CATY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Berkeley Inc's CATY Position: Q4 2023 in Review

Berkeley Inc sold out of Cathay General Bancorp (CATY) in Q4 2023, closing a stake of 6,648 shares — an estimated $231K sold.

Berkeley Inc first reported a position in CATY in Q4 2021 and held it in 8 quarters. The position peaked at $439K in Q1 2023. 226 funds tracked by Wall St. Rank hold CATY as of Q4 2023.

  • Berkeley Inc reported no remaining Cathay General Bancorp position as of Q4 2023 after selling out during the quarter.
  • Berkeley Inc sold 6,648 Cathay General Bancorp shares in Q4 2023, an estimated $231K.
  • Berkeley Inc first reported a position in Cathay General Bancorp in Q4 2021 and held it in 8 quarters.
  • Berkeley Inc's Cathay General Bancorp position peaked at $439K in Q1 2023.
  • 226 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q4 2023.

Based on Berkeley Inc's 13F filing for Q4 2023, filed 4 Mar 2025.