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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
Q2 		$102K Buy
1,653
+25
+2% +$1.42K 0.01% 853
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 $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

Pinnacle Wealth Planning Services's CATY Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Cathay General Bancorp (CATY) stake by 1.5% in Q2 2026, buying an estimated $1.42K and bringing the position to 1,653 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #853.

Pinnacle Wealth Planning Services first reported a position in CATY in Q4 2020 and has held it in 4 quarters since. 306 funds tracked by Wall St. Rank hold CATY as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,653 shares of Cathay General Bancorp worth $102K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 25 Cathay General Bancorp shares in Q2 2026, an estimated $1.42K.
  • Cathay General Bancorp made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #853 holding.
  • Pinnacle Wealth Planning Services first reported a position in Cathay General Bancorp in Q4 2020 and has held it in 4 quarters since.
  • 306 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.