Clearstead Advisors’s Cathay General Bancorp CATY Stock Holding History

Clearstead Advisors’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 Q2	$2.05K	Buy	+33	New	+$1.87K	﹤0.01%	2476
2025 Q2	–	Sell	-11	Closed	-$477	–	2756
2025 Q1	$477	Buy	+11	New	+$505	﹤0.01%	2075
2024 Q2	–	Sell	-113	Closed	-$4.21K	–	2035
2024 Q1	$4.21K	Hold	113	–	–	﹤0.01%	1201
2023 Q4	$5.04K	Buy	113 +52	+85%	+$1.95K	﹤0.01%	1162
2023 Q3	$2.12K	Buy	+61	New	+$2.18K	﹤0.01%	1233
2021 Q4	–	Sell	-524	Closed	-$22K	–	1291
2021 Q3	$22K	Buy	+524	New	+$20.4K	﹤0.01%	781

Other funds holding CATY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Clearstead Advisors's CATY Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Cathay General Bancorp (CATY) in Q2 2026: 33 shares worth $2.05K. The stake represents ﹤0.01% of the portfolio and ranks #2476 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CATY as recently as Q1 2025.

Clearstead Advisors first reported a position in CATY in Q3 2021 and has held it in 6 quarters since. The position peaked at $22K in Q3 2021. 306 funds tracked by Wall St. Rank hold CATY as of Q2 2026.

Clearstead Advisors held 33 shares of Cathay General Bancorp worth $2.05K as of Q2 2026.
Cathay General Bancorp was a new Clearstead Advisors position in Q2 2026.
Cathay General Bancorp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2476 holding.
Clearstead Advisors first reported a position in Cathay General Bancorp in Q3 2021 and has held it in 6 quarters since.
Clearstead Advisors's Cathay General Bancorp position peaked at $22K in Q3 2021.
306 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.