CATY — CATHAY GEN BANCORP

Ownership history in WILLNER & HELLER, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which WILLNER & HELLER, LLC reported a position in CATHAY GEN BANCORP (CATY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.83% (2022 Q3)
Avg. % of fund
2.05%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 42,439 +7 +0.0% 1.48% $2.1M $48.04
2025 Q3 REDUCED 42,432 -741 -1.7% 1.56% $2.0M $47.33
2025 Q2 REDUCED 43,173 -500 -1.1% 1.66% $2.0M $44.58
2025 Q1 REDUCED 43,673 -500 -1.1% 1.74% $1.9M $41.80
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CATY price (monthly, adj. close)

Other funds also holding CATY

As of 2025 Q4 — sorted by position size

PURE PORTFOLIOS HOLDINGS LLC 1.86% Kondo Wealth Advisors, Inc. 0.94% DENALI ADVISORS LLC 3Y 7Y 0.85% Dean Capital Management 3Y 7Y 0.82% MOODY ALDRICH PARTNERS LLC 3Y 7Y 0.74% SummerHaven Investment Management, LLC 3Y 0.48% MQS Management LLC 3Y 0.44% DEAN INVESTMENT ASSOCIATES, LLC 3Y 7Y 0.4% Edgestream Partners, L.P. 3Y 7Y 0.35% Convergence Investment Partners, LLC 3Y 7Y 0.3%
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