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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

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

Willner & Heller's CATY Position: Q2 2026 in Review

Willner & Heller increased its Cathay General Bancorp (CATY) stake by 0.07% in Q2 2026, buying an estimated $1.76K and bringing the position to 42,004 shares worth $2.6M. The position accounts for 1.63% of the portfolio, ranked #12.

Willner & Heller first reported a position in CATY in Q4 2021 and has held it in 16 quarters since. 306 funds tracked by Wall St. Rank hold CATY as of Q2 2026.

  • Willner & Heller held 42,004 shares of Cathay General Bancorp worth $2.6M as of Q2 2026.
  • Willner & Heller bought 31 Cathay General Bancorp shares in Q2 2026, an estimated $1.76K.
  • Cathay General Bancorp made up 1.63% of Willner & Heller's portfolio in Q2 2026, its #12 holding.
  • Willner & Heller first reported a position in Cathay General Bancorp in Q4 2021 and has held it in 16 quarters since.
  • 306 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.