Cato Ownership | Who Owns Cato?
Cato Ownership Summary
Cato is owned by 44.05% institutional investors, 9.81% insiders, and 46.14% 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 | 44.05% | 9.81% | 46.14% |
Sector | Consumer Cyclical Stocks | 57.35% | 11.97% | 30.68% |
Industry | Apparel Retail Stocks | 71.75% | 12.90% | 15.35% |
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 % |
---|---|---|---|---|---|---|---|---|---|---|
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% |
Jun 30, 2023 | 76 | -9.52% | 9,836,485 | -4.54% | 50 | 1.78% | 24 | -40.00% | 37 | 15.63% |
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
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