Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Cathay General Bancorp CATY Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$229K Buy
4,591
+881
+24% +$44.5K ﹤0.01% 2613
2025
Q4 		$180K Sell
3,710
-100
-3% -$4.81K ﹤0.01% 2655
2025
Q3 		$183K Buy
3,810
+1,041
+38% +$50K ﹤0.01% 2516
2025
Q2 		$126K Buy
2,769
+383
+16% +$16.3K ﹤0.01% 2523
2025
Q1 		$103K Buy
2,386
+221
+10% +$10.1K ﹤0.01% 2402
2024
Q4 		$103K Buy
2,165
+648
+43% +$31.2K ﹤0.01% 2265
2024
Q3 		$65K Buy
1,517
+252
+20% +$10.5K ﹤0.01% 2486
2024
Q2 		$48K Buy
1,265
+794
+169% +$28.8K ﹤0.01% 2499
2024
Q1 		$18K Buy
471
+26
+6% +$1.05K ﹤0.01% 2962
2023
Q4 		$20K Sell
445
-16
-3% -$600 ﹤0.01% 2765
2023
Q3 		$16K Buy
461
+24
+5% +$857 ﹤0.01% 2824
2023
Q2 		$14K Sell
437
-25
-5% -$794 ﹤0.01% 2856
2023
Q1 		$16K Sell
462
-191
-29% -$7.85K ﹤0.01% 2639
2022
Q4 		$27K Buy
653
+80
+14% +$3.46K ﹤0.01% 2146
2022
Q3 		$22K Buy
573
+193
+51% +$8.03K ﹤0.01% 2157
2022
Q2 		$15K Buy
380
+340
+850% +$13.9K ﹤0.01% 2302
2022
Q1 		$2K Buy
40
+15
+60% +$690 ﹤0.01% 3140
2021
Q4 		$1K Buy
+25
New +$1.08K ﹤0.01% 3258
2019
Q1 		– Sell
-50
Closed -$2K – 2962
2018
Q4 		$2K Buy
+50
New +$1.89K ﹤0.01% 1723
2018
Q1 		– Sell
-310
Closed -$13K – 1420
2017
Q4 		$13K Hold
310
– – ﹤0.01% 803
2017
Q3 		$12K Hold
310
– – ﹤0.01% 838
2017
Q2 		$12K Hold
310
– – ﹤0.01% 737
2017
Q1 		$12K Hold
310
– – ﹤0.01% 704
2016
Q4 		$12K Sell
310
-30
-9% -$1.01K ﹤0.01% 693
2016
Q3 		$10K Buy
+340
New +$10.3K ﹤0.01% 694

Other funds holding CATY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CATY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Cathay General Bancorp (CATY) stake by 24% in Q1 2026, buying an estimated $44.5K and bringing the position to 4,591 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #2613.

Carson Wealth (CWM LLC) first reported a position in CATY in Q3 2016 and has held it in 25 quarters since. 289 funds tracked by Wall St. Rank hold CATY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,591 shares of Cathay General Bancorp worth $229K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 881 Cathay General Bancorp shares in Q1 2026, an estimated $44.5K.
  • Cathay General Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2613 holding.
  • Carson Wealth (CWM LLC) first reported a position in Cathay General Bancorp in Q3 2016 and has held it in 25 quarters since.
  • 289 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.