Mission Wealth Management’s Cathay General Bancorp CATY Stock Holding History

Mission Wealth Management’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
2025 Q3	–	Sell	-6,286	Closed	-$286K	–	713
2025 Q2	$286K	Buy	+6,286	New	+$267K	0.01%	588
2024 Q4	–	Sell	-30,757	Closed	-$1.32M	–	673
2024 Q3	$1.32M	Hold	30,757	–	–	0.03%	237
2024 Q2	$1.16M	Hold	30,757	–	–	0.03%	241
2024 Q1	$1.16M	Hold	30,757	–	–	0.03%	261
2023 Q4	$1.37M	Hold	30,757	–	–	0.04%	193
2023 Q3	$1.07M	Hold	30,757	–	–	0.04%	210
2023 Q2	$990K	Sell	30,757 -35	-0.1%	-$1.11K	0.04%	218
2023 Q1	$1.06M	Hold	30,792	–	–	0.04%	209
2022 Q4	$1.26M	Buy	30,792 +35	+0.1%	+$1.52K	0.06%	171
2022 Q3	$1.18M	Hold	30,757	–	–	0.06%	166
2022 Q2	$1.2M	Hold	30,757	–	–	0.06%	167
2022 Q1	$1.38M	Hold	30,757	–	–	0.06%	154
2021 Q4	$1.32M	Hold	30,757	–	–	0.06%	160
2021 Q3	$1.27M	Hold	30,757	–	–	0.06%	152
2021 Q2	$1.21M	Hold	30,757	–	–	0.06%	152
2021 Q1	$1.25M	Hold	30,757	–	–	0.07%	130
2020 Q4	$990K	Hold	30,757	–	–	0.06%	147
2020 Q3	$667K	Hold	30,757	–	–	0.05%	164
2020 Q2	$809K	Hold	30,757	–	–	0.07%	134
2020 Q1	$706K	Hold	30,757	–	–	0.08%	121
2019 Q4	$1.17M	Hold	30,757	–	–	0.11%	103
2019 Q3	$1.07M	Hold	30,757	–	–	0.11%	96
2019 Q2	$1.1M	Hold	30,757	–	–	0.12%	89
2019 Q1	$1.04M	Hold	30,757	–	–	0.12%	96
2018 Q4	$1.03M	Hold	30,757	–	–	0.13%	85
2018 Q3	$1.27M	Hold	30,757	–	–	0.17%	75
2018 Q2	$1.25M	Hold	30,757	–	–	0.18%	70
2018 Q1	$1.23M	Hold	30,757	–	–	0.2%	59
2017 Q4	$1.3M	Hold	30,757	–	–	0.22%	54
2017 Q3	$1.24M	Hold	30,757	–	–	0.23%	51
2017 Q2	$1.17M	Hold	30,757	–	–	0.22%	55
2017 Q1	$1.16M	Buy	+30,757	New	+$1.17M	0.23%	53

Other funds holding CATY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Mission Wealth Management's CATY Position: Q3 2025 in Review

Mission Wealth Management sold out of Cathay General Bancorp (CATY) in Q3 2025, closing a stake of 6,286 shares — an estimated $286K sold.

Mission Wealth Management first reported a position in CATY in Q1 2017 and held it in 32 quarters. The position peaked at $1.38M in Q1 2022. 260 funds tracked by Wall St. Rank hold CATY as of Q3 2025.

Mission Wealth Management reported no remaining Cathay General Bancorp position as of Q3 2025 after selling out during the quarter.
Mission Wealth Management sold 6,286 Cathay General Bancorp shares in Q3 2025, an estimated $286K.
Mission Wealth Management first reported a position in Cathay General Bancorp in Q1 2017 and held it in 32 quarters.
Mission Wealth Management's Cathay General Bancorp position peaked at $1.38M in Q1 2022.
260 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q3 2025.

Based on Mission Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.