Creative Planning
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Creative Planning’s Cathay General Bancorp CATY Stock Holding History

Creative Planning’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 		$773K Buy
15,510
+248
+2% +$12.5K ﹤0.01% 2670
2025
Q4 		$739K Sell
15,262
-875
-5% -$42.1K ﹤0.01% 2522
2025
Q3 		$775K Buy
16,137
+1,488
+10% +$71.5K ﹤0.01% 2357
2025
Q2 		$667K Buy
14,649
+4,442
+44% +$189K ﹤0.01% 2214
2025
Q1 		$439K Sell
10,207
-356
-3% -$16.3K ﹤0.01% 2405
2024
Q4 		$503K Buy
10,563
+34
+0.3% +$1.64K ﹤0.01% 2219
2024
Q3 		$452K Buy
10,529
+66
+0.6% +$2.76K ﹤0.01% 2194
2024
Q2 		$395K Sell
10,463
-275
-3% -$9.98K ﹤0.01% 2140
2024
Q1 		$406K Sell
10,738
-94
-0.9% -$3.8K ﹤0.01% 2013
2023
Q4 		$483K Sell
10,832
-1,092
-9% -$40.9K ﹤0.01% 1736
2023
Q3 		$414K Buy
11,924
+734
+7% +$26.2K ﹤0.01% 1691
2023
Q2 		$360K Buy
+11,190
New +$355K ﹤0.01% 1766
2018
Q3 		– Sell
-5,842
Closed -$237K – 2086
2018
Q2 		$237K Sell
5,842
-94
-2% -$3.89K ﹤0.01% 1523
2018
Q1 		$237K Buy
5,936
+90
+2% +$3.85K ﹤0.01% 1492
2017
Q4 		$247K Buy
+5,846
New +$244K ﹤0.01% 1468
2017
Q3 		– Sell
-4
Closed – – 2158
2017
Q2 		$0 Hold
4
– – ﹤0.01% 4633
2017
Q1 		$0 Hold
4
– – ﹤0.01% 4664
2016
Q4 		$0 Buy
+4
New +$135 ﹤0.01% 4630
2016
Q3 		– Sell
-75
Closed -$2K – 4577
2016
Q2 		$2K Buy
+75
New +$2.22K ﹤0.01% 3986
2013
Q4 		– Sell
-22,044
Closed -$515K – 3328
2013
Q3 		$515K Buy
+22,044
New +$509K 0.01% 439

Other funds holding CATY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Creative Planning's CATY Position: Q1 2026 in Review

Creative Planning increased its Cathay General Bancorp (CATY) stake by 1.6% in Q1 2026, buying an estimated $12.5K and bringing the position to 15,510 shares worth $773K. The position accounts for ﹤0.01% of the portfolio, ranked #2670.

Creative Planning first reported a position in CATY in Q3 2013 and has held it in 20 quarters since. The position peaked at $775K in Q3 2025. 287 funds tracked by Wall St. Rank hold CATY as of Q1 2026.

  • Creative Planning held 15,510 shares of Cathay General Bancorp worth $773K as of Q1 2026.
  • Creative Planning bought 248 Cathay General Bancorp shares in Q1 2026, an estimated $12.5K.
  • Cathay General Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2670 holding.
  • Creative Planning first reported a position in Cathay General Bancorp in Q3 2013 and has held it in 20 quarters since.
  • Creative Planning's Cathay General Bancorp position peaked at $775K in Q3 2025.
  • 287 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.