Cato Ownership | Who Owns Cato?

Cato Ownership Summary

Cato is owned by 43.92% institutional investors, 9.81% insiders, and 46.27% retail investors. Dimensional fund advisors lp is the largest institutional shareholder, holding 5.26% of CATO shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.69% of its assets in Cato shares.

CATO Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Cato	43.92%	9.81%	46.27%
Sector	Consumer Cyclical Stocks	59.49%	12.59%	27.92%
Industry	Apparel Retail Stocks	70.61%	12.72%	16.67%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Dimensional fund advisors lp	1.02M	5.26%	$5.64M
Aldebaran capital	923.94K	4.77%	$5.12M
Vanguard group	844.90K	4.36%	$4.68M
Renaissance	580.20K	3.00%	$3.21M
Acuitas investments	492.63K	2.54%	$2.73M
Blackrock	461.33K	2.38%	$2.56M
Millennium management	363.51K	1.88%	$2.01M
Goldman sachs group	336.03K	1.74%	$1.86M
Gratia capital	328.18K	1.70%	$1.82M
Arrowstreet capital, limited partnership	272.57K	1.41%	$1.51M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Aldebaran capital	923.94K	4.77%	$5.12M
Gratia capital	328.18K	1.72%	$1.82M
Acuitas investments	492.63K	1.46%	$2.73M
Marquette asset management	89.85K	0.08%	$497.75K
Aristides capital	36.06K	0.06%	$199.78K
Verum partners	27.17K	0.05%	$150.54K
Rbf capital	132.31K	0.04%	$732.99K
Point72 asia (singapore) pte.	26.05K	0.03%	$144.33K
Segall bryant & hamill	211.13K	0.02%	$1.17M
Gsa capital partners llp	41.09K	0.02%	$228.00K

Top Buyers

Holder	Shares	% Assets	Change
Millennium management	363.51K	0.00%	345.23K
Segall bryant & hamill	211.13K	0.02%	211.13K
Rbf capital	132.31K	0.04%	132.31K
Morgan stanley	205.78K	0.00%	123.30K
Jane street group	114.65K	0.00%	99.53K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock	461.33K	0.00%	-995.29K
State street	66.25K	-	-341.77K
Geode capital management	174.54K	0.00%	-209.38K
Nuveen asset management	-	-	-183.27K
Goldman sachs group	336.03K	0.00%	-104.25K

New Positions

Holder	Shares	% Assets	Change	Value
Segall bryant & hamill	211.13K	0.02%	211.13K	$1.17M
Rbf capital	132.31K	0.04%	132.31K	$732.99K
Cubist systematic strategies	53.47K	0.00%	53.47K	$296.24K
Point72 asia (singapore) pte.	26.05K	0.03%	26.05K	$144.33K
Aqr capital management	18.48K	0.00%	18.48K	$102.35K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-3.00
Innealta capital	-17.00
Eversource wealth advisors	-82.00
New york state common retirement fund	-154.00
Covestor	-290.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	66	-20.48%	7,742,366	-9.23%	43	1.88%	25	-54.55%	28	33.33%
Jun 30, 2024	81	10.96%	8,526,712	-10.40%	44	2.06%	53	112.00%	21	-32.26%
Mar 31, 2024	73	-7.59%	9,515,999	-0.85%	46	1.89%	25	-30.56%	31	10.71%
Dec 31, 2023	79	-2.47%	9,597,714	-1.43%	49	1.97%	36	-2.70%	28	7.69%
Sep 30, 2023	81	6.58%	9,736,524	-1.02%	50	1.95%	37	54.17%	26	-29.73%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	552.77K	2.69%	-
Vanguard Institutional Extnd Mkt Idx Tr	255.76K	1.24%	-
DFA US Targeted Value I	237.19K	1.15%	-7.71K
DFA US Micro Cap I	156.36K	0.76%	-2.51K
US Equity Small Cap Corporate Cl OF	105.24K	0.51%	-
US Equity Small Cap Pool A	97.68K	0.47%	-
Fidelity Extended Market Index	93.40K	0.45%	-4.08K
WisdomTree US SmallCap Dividend ETF	91.07K	0.44%	-
Avantis US Small Cap Value ETF	90.66K	0.44%	-
Dimensional US Targeted Value ETF	89.54K	0.44%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 17, 2023	PATRICK BAILEY W	-	Sell	$19.18K
Nov 17, 2023	PATRICK BAILEY W	-	Sell	$1.37K
Nov 25, 2022	CATO JOHN P D	CHAIRMAN/PRESIDENT/CEO	Buy	$31.14K
Nov 22, 2021	PATRICK BAILEY W	-	Buy	$49.83K
Jan 02, 2019	STOWE DANIEL HARDING	-	Buy	$927.74

Insider Transactions Trends

Date	Buy	Sell
2024 Q2	-	-
2023 Q4	-	2
2023 Q2	-	-
2022 Q4	1	-
2022 Q2	-	-

CATO Ownership FAQ

Who Owns Cato?

Cato shareholders are primarily institutional investors at 43.92%, followed by 9.81% insiders and 46.27% retail investors. The average institutional ownership in Cato's industry, Apparel Retail Stocks, is 70.61%, which Cato falls below.

Who owns the most shares of Cato?

Cato’s largest shareholders are Dimensional fund advisors lp (1.02M shares, 5.26%), Aldebaran capital (923.94K shares, 4.77%), and Vanguard group (844.9K shares, 4.36%). Together, they hold 14.40% of Cato’s total shares outstanding.

Does Blackrock own Cato?

Yes, BlackRock owns 2.38% of Cato, totaling 461.33K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 2.56M$. In the last quarter, BlackRock decreased its holdings by -995K shares, a -68.33% change.

Who is Cato’s biggest shareholder by percentage of total assets invested?

Aldebaran capital is Cato’s biggest shareholder by percentage of total assets invested, with 4.77% of its assets in 923.94K Cato shares, valued at 5.12M$.

Who is the top mutual fund holder of Cato shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Cato shares, with 2.69% of its total shares outstanding invested in 552.77K Cato shares.

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