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 Q3	$4.64K	Hold	78	–	–	﹤0.01%	926
2026 Q2	$4.84K	Hold	78	–	–	﹤0.01%	856
2026 Q1	$3.89K	Hold	78	–	–	﹤0.01%	858
2025 Q4	$3.78K	Hold	78	–	–	﹤0.01%	884
2025 Q3	$3.74K	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

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Convergence Investment Partners Palm Beach Gardens, Florida $1.35B AUM 71.9% 1-Year Est. Return

Kondo Wealth Advisors Pasadena, California $300M AUM 14.14% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Willner & Heller Encino, California $158M AUM 34.54% 1-Year Est. Return

Private Wealth Management Group's CATY Position: Q3 2026 in Review

Private Wealth Management Group held its Cathay General Bancorp (CATY) position steady in Q3 2026 at 78 shares worth $4.64K. The position accounts for ﹤0.01% of the portfolio, ranked #926.

Private Wealth Management Group first reported a position in CATY in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.04K in Q4 2023. 85 funds tracked by Wall St. Rank hold CATY as of Q3 2026.

Private Wealth Management Group held 78 shares of Cathay General Bancorp worth $4.64K as of Q3 2026.
Private Wealth Management Group left its Cathay General Bancorp share count unchanged in Q3 2026.
Cathay General Bancorp made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #926 holding.
Private Wealth Management Group first reported a position in Cathay General Bancorp in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Cathay General Bancorp position peaked at $7.04K in Q4 2023.
85 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.