PWA
CATY icon

Physician Wealth Advisors’s Cathay General Bancorp CATY Stock Holding History

Physician Wealth Advisors’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 		$264K Buy
4,253
+3,092
+266% +$175K 0.03% 179
2026
Q1 		$57.9K Hold
1,161
– – 0.01% 373
2025
Q4 		$56.2K Hold
1,161
– – 0.01% 364
2025
Q3 		$55.7K Hold
1,161
– – 0.01% 358
2025
Q2 		$52.9K Hold
1,161
– – 0.01% 338
2025
Q1 		$50K Hold
1,161
– – 0.01% 337
2024
Q4 		$55.3K Buy
+1,161
New +$56K 0.01% 328

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

Physician Wealth Advisors's CATY Position: Q2 2026 in Review

Physician Wealth Advisors increased its Cathay General Bancorp (CATY) stake by 266% in Q2 2026, buying an estimated $175K and bringing the position to 4,253 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #179.

Physician Wealth Advisors first reported a position in CATY in Q4 2024 and has held it in 7 quarters since. 306 funds tracked by Wall St. Rank hold CATY as of Q2 2026.

  • Physician Wealth Advisors held 4,253 shares of Cathay General Bancorp worth $264K as of Q2 2026.
  • Physician Wealth Advisors bought 3,092 Cathay General Bancorp shares in Q2 2026, an estimated $175K.
  • Cathay General Bancorp made up 0.03% of Physician Wealth Advisors's portfolio in Q2 2026, its #179 holding.
  • Physician Wealth Advisors first reported a position in Cathay General Bancorp in Q4 2024 and has held it in 7 quarters since.
  • 306 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.