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Pinnacle Wealth Planning Services’s Cathay General Bancorp CATY Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$81.2K Buy
1,628
+105
+7% +$5.3K 0.01% 918
2025
Q4 		$73.7K Buy
+1,523
New +$73.2K 0.01% 959
2021
Q1 		– Sell
-220
Closed -$7K – 610
2020
Q4 		$7K Buy
+220
New +$5.99K ﹤0.01% 1507

Other funds holding CATY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Pinnacle Wealth Planning Services's CATY Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Cathay General Bancorp (CATY) stake by 6.9% in Q1 2026, buying an estimated $5.3K and bringing the position to 1,628 shares worth $81.2K. The position accounts for 0.01% of the portfolio, ranked #918.

Pinnacle Wealth Planning Services first reported a position in CATY in Q4 2020 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold CATY as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,628 shares of Cathay General Bancorp worth $81.2K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 105 Cathay General Bancorp shares in Q1 2026, an estimated $5.3K.
  • Cathay General Bancorp made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #918 holding.
  • Pinnacle Wealth Planning Services first reported a position in Cathay General Bancorp in Q4 2020 and has held it in 3 quarters since.
  • 287 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.