Willner & Heller’s Cathay General Bancorp CATY Stock Holding History

Willner & Heller’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	$2.6M	Buy	42,004 +31	+0.1%	+$1.76K	1.63%	12
2026 Q1	$2.09M	Sell	41,973 -466	-1%	-$23.5K	1.56%	11
2025 Q4	$2.05M	Buy	42,439 +7	+0%	+$337	1.48%	13
2025 Q3	$2.04M	Sell	42,432 -741	-2%	-$35.6K	1.56%	10
2025 Q2	$1.97M	Sell	43,173 -500	-1%	-$21.2K	1.66%	9
2025 Q1	$1.88M	Sell	43,673 -500	-1%	-$22.9K	1.74%	9
2024 Q4	$2.1M	Hold	44,173	–	–	1.84%	8
2024 Q3	$1.9M	Hold	44,173	–	–	1.69%	10
2024 Q2	$1.67M	Sell	44,173 -1,000	-2%	-$36.3K	1.6%	11
2024 Q1	$1.71M	Sell	45,173 -21	-0%	-$850	1.7%	9
2023 Q4	$2.01M	Buy	+45,194	New	+$1.69M	2.25%	5
2022 Q4	$1.86M	Buy	45,589 +26	+0.1%	+$1.13K	2.64%	4
2022 Q3	$1.75M	Buy	45,563 +30	+0.1%	+$1.25K	2.83%	4
2022 Q2	$1.78M	Buy	45,533 +348	+0.8%	+$14.2K	2.77%	5
2022 Q1	$1.94M	Buy	45,185 +1	+0%	+$46	2.39%	4
2021 Q4	$1.87M	Buy	+45,184	New	+$1.95M	2.49%	4

Other funds holding CATY

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lighthouse Financial Services Brea, California $476M AUM

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return