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Pinnacle Wealth Planning Services, Inc. → CATY
Pinnacle Wealth Planning Services, Inc. CATY Position History
Cathay General Bancorp • Financial Services
Quarters held
4
Latest value
$100K
Q3 2026
Peak value
$102K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $74K |
| Q1 2026 | $81K |
| Q2 2026 | $102K |
| Q3 2026 | $100K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $100K | 1.7K | — | — |
| Q2 2026 | $102K | 1.7K | — | — |
| Q1 2026 | $81K | 1.6K | — | — |
| Q4 2025 | $74K | 1.5K | — | — |
Other funds holding CATY
$290.1M
$218.8M
$218.8M
$172.4M
$81.5M
$32.6M