Moody Aldrich Partners’s Cathay General Bancorp CATY Stock Holding History

Moody Aldrich Partners’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	$6.47M	Buy	104,425 +22,626	+28%	+$1.28M	1.16%	21
2026 Q1	$4.08M	Hold	81,799	–	–	0.74%	62
2025 Q4	$3.96M	Hold	81,799	–	–	0.74%	58
2025 Q3	$3.93M	Buy	81,799 +40,214	+97%	+$1.93M	0.74%	64
2025 Q2	$1.89M	Hold	41,585	–	–	0.37%	95
2025 Q1	$1.79M	Buy	+41,585	New	+$1.91M	0.37%	96
2023 Q1	–	Sell	-25,683	Closed	-$1.05M	–	161
2022 Q4	$1.05M	Sell	25,683 -12,464	-33%	-$540K	0.21%	116
2022 Q3	$1.47M	Hold	38,147	–	–	0.3%	98
2022 Q2	$1.49M	Buy	+38,147	New	+$1.56M	0.29%	94
2016 Q3	–	Sell	-78,450	Closed	-$2.21M	–	97
2016 Q2	$2.21M	Buy	78,450 +49,020	+167%	+$1.45M	1.83%	11
2016 Q1	$834K	Buy	+29,430	New	+$815K	1.75%	8

Other funds holding CATY

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lighthouse Financial Services Brea, California $476M AUM

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return