EPW
CATY icon

Evolve Private Wealth’s Cathay General Bancorp CATY Stock Holding History

Evolve Private Wealth’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 		$989K Sell
15,959
-2,878
-15% -$163K 0.06% 280
2026
Q1 		$939K Buy
18,837
+619
+3% +$31.3K 0.05% 352
2025
Q4 		$882K Buy
+18,218
New +$876K 0.05% 334

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Evolve Private Wealth's CATY Position: Q2 2026 in Review

Evolve Private Wealth reduced its Cathay General Bancorp (CATY) stake by 15% in Q2 2026, selling an estimated $163K and leaving 15,959 shares worth $989K. The position accounts for 0.06% of the portfolio, ranked #280.

Evolve Private Wealth first reported a position in CATY in Q4 2025 and has held it in 3 quarters since. 304 funds tracked by Wall St. Rank hold CATY as of Q2 2026.

  • Evolve Private Wealth held 15,959 shares of Cathay General Bancorp worth $989K as of Q2 2026.
  • Evolve Private Wealth sold 2,878 Cathay General Bancorp shares in Q2 2026, an estimated $163K.
  • Cathay General Bancorp made up 0.06% of Evolve Private Wealth's portfolio in Q2 2026, its #280 holding.
  • Evolve Private Wealth first reported a position in Cathay General Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 304 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.