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True Wealth Design’s Cathay General Bancorp CATY Stock Holding History

True Wealth Design’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
2025
Q4 		– Sell
-1
Closed -$49 – 2611
2025
Q3 		$49 Hold
1
– – ﹤0.01% 2574
2025
Q2 		$46 Hold
1
– – ﹤0.01% 2396
2025
Q1 		$44 Buy
+1
New +$46 ﹤0.01% 2413
2023
Q2 		– Sell
-26
Closed -$898 – 800
2023
Q1 		$898 Buy
+26
New +$1.07K ﹤0.01% 422

Other funds holding CATY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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

True Wealth Design's CATY Position: Q4 2025 in Review

True Wealth Design sold out of Cathay General Bancorp (CATY) in Q4 2025, closing a stake of 1 share — an estimated $49 sold.

True Wealth Design first reported a position in CATY in Q1 2023 and held it in 4 quarters. The position peaked at $898 in Q1 2023. 269 funds tracked by Wall St. Rank hold CATY as of Q4 2025.

  • True Wealth Design reported no remaining Cathay General Bancorp position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 1 Cathay General Bancorp share in Q4 2025, an estimated $49.
  • True Wealth Design first reported a position in Cathay General Bancorp in Q1 2023 and held it in 4 quarters.
  • True Wealth Design's Cathay General Bancorp position peaked at $898 in Q1 2023.
  • 269 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.