Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
CATY holding history
Cathay General Bancorp in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CATY overviewAll 13F holders of CATYFull Q2 2026 holdings
- Shares (Q2 2026)
- 16,023
- Value
- $993.3K
- % of portfolio
- <0.1%
- Quarters held
- 13
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 16,023 | $993.3K | <0.1% | +513+3.3% | Added | Holders |
| Q1 2026 | 15,510 | $773.3K | <0.1% | +248+1.6% | Added | Holders |
| Q4 2025 | 15,262 | $738.5K | <0.1% | −875−5.4% | Reduced | Holders |
| Q3 2025 | 16,137 | $774.7K | <0.1% | +1,488+10.2% | Added | Holders |
| Q2 2025 | 14,649 | $667.0K | <0.1% | +4,442+43.5% | Added | Holders |
| Q1 2025 | 10,207 | $439.2K | <0.1% | −356−3.4% | Reduced | Holders |
| Q4 2024 | 10,563 | $502.9K | <0.1% | +34+0.3% | Added | Holders |
| Q3 2024 | 10,529 | $452.2K | <0.1% | +66+0.6% | Added | Holders |
| Q2 2024 | 10,463 | $394.7K | <0.1% | −275−2.6% | Reduced | Holders |
| Q1 2024 | 10,738 | $406.2K | <0.1% | −94−0.9% | Reduced | Holders |
| Q4 2023 | 10,832 | $482.8K | <0.1% | −1,092−9.2% | Reduced | Holders |
| Q3 2023 | 11,924 | $414.5K | <0.1% | +734+6.6% | Added | Holders |
| Q2 2023 | 11,190 | $360.2K | <0.1% | +11,190 | New | Holders |