Private Wealth Management Group’s Cathay General Bancorp CATY Stock Holding History

Private Wealth Management Group’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	$4.84K	Hold	78	–	–	﹤0.01%	856
2026 Q1	$3.89K	Hold	78	–	–	﹤0.01%	858
2025 Q4	$3.77K	Hold	78	–	–	﹤0.01%	884
2025 Q3	$3.75K	Hold	78	–	–	﹤0.01%	906
2025 Q2	$3.55K	Hold	78	–	–	﹤0.01%	896
2025 Q1	$3.36K	Hold	78	–	–	﹤0.01%	877
2024 Q4	$3.71K	Hold	78	–	–	﹤0.01%	865
2024 Q3	$3.35K	Hold	78	–	–	﹤0.01%	880
2024 Q2	$2.94K	Sell	78 -80	-51%	-$2.9K	﹤0.01%	916
2024 Q1	$5.98K	Hold	158	–	–	﹤0.01%	569
2023 Q4	$7.04K	Buy	+158	New	+$5.92K	﹤0.01%	502

Other funds holding CATY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Private Wealth Management Group's CATY Position: Q2 2026 in Review

Private Wealth Management Group held its Cathay General Bancorp (CATY) position steady in Q2 2026 at 78 shares worth $4.84K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Private Wealth Management Group first reported a position in CATY in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.04K in Q4 2023. 306 funds tracked by Wall St. Rank hold CATY as of Q2 2026.

Private Wealth Management Group held 78 shares of Cathay General Bancorp worth $4.84K as of Q2 2026.
Private Wealth Management Group left its Cathay General Bancorp share count unchanged in Q2 2026.
Cathay General Bancorp made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #856 holding.
Private Wealth Management Group first reported a position in Cathay General Bancorp in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Cathay General Bancorp position peaked at $7.04K in Q4 2023.
306 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.