Pathstone Family Office’s Cathay General Bancorp CATY Stock Holding History

Pathstone Family Office’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
2023 Q3	$594K	Buy	17,103 +692	+4%	+$24.7K	﹤0.01%	956
2023 Q2	$528K	Buy	16,411 +152	+0.9%	+$4.83K	0.01%	727
2023 Q1	$566K	Sell	16,259 -26,035	-62%	-$1.07M	0.01%	628
2022 Q4	$1.66M	Sell	42,294 -2,615	-6%	-$113K	0.01%	562
2022 Q3	$1.73M	Buy	44,909 +33,408	+290%	+$1.39M	0.02%	494
2022 Q2	$451K	Buy	11,501 +1,747	+18%	+$71.3K	0.01%	619
2022 Q1	$732K	Buy	9,754 +94	+1%	+$4.33K	0.02%	414
2021 Q4	$416K	Sell	9,660 -83	-0.9%	-$3.57K	0.01%	610
2021 Q3	$403K	Buy	9,743 +1,917	+24%	+$74.7K	0.01%	585
2021 Q2	$308K	Buy	+7,826	New	+$322K	0.01%	634

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Pathstone Family Office's CATY Position: Q3 2023 in Review

Pathstone Family Office increased its Cathay General Bancorp (CATY) stake by 4.2% in Q3 2023, buying an estimated $24.7K and bringing the position to 17,103 shares worth $594K. The position accounts for ﹤0.01% of the portfolio, ranked #956.

Pathstone Family Office first reported a position in CATY in Q2 2021 and has held it in 10 quarters since. The position peaked at $1.73M in Q3 2022. 217 funds tracked by Wall St. Rank hold CATY as of Q3 2023.

Pathstone Family Office held 17,103 shares of Cathay General Bancorp worth $594K as of Q3 2023.
Pathstone Family Office bought 692 Cathay General Bancorp shares in Q3 2023, an estimated $24.7K.
Cathay General Bancorp made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #956 holding.
Pathstone Family Office first reported a position in Cathay General Bancorp in Q2 2021 and has held it in 10 quarters since.
Pathstone Family Office's Cathay General Bancorp position peaked at $1.73M in Q3 2022.
217 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.