Cato Ownership | Who Owns Cato?


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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


TypeName% Inst% Insiders% Retail
StockCato44.05%9.81%46.14%
SectorConsumer Cyclical Stocks 57.35%11.97%30.68%
IndustryApparel Retail Stocks71.75%12.90%15.35%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Dimensional fund advisors lp1.02M5.26%$5.64M
Aldebaran capital923.94K4.77%$5.12M
Vanguard group844.90K4.36%$4.68M
Renaissance580.20K3.00%$3.21M
Acuitas investments492.63K2.54%$2.73M
Blackrock461.33K2.38%$2.56M
Millennium management363.51K1.88%$2.01M
Goldman sachs group336.03K1.74%$1.86M
Gratia capital328.18K1.70%$1.82M
Arrowstreet capital, limited partnership272.57K1.41%$1.51M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Aldebaran capital923.94K4.77%$5.12M
Gratia capital328.18K1.72%$1.82M
Acuitas investments492.63K1.46%$2.73M
Marquette asset management89.85K0.08%$497.75K
Aristides capital36.06K0.06%$199.78K
Verum partners27.17K0.05%$150.54K
Rbf capital132.31K0.04%$732.99K
Point72 asia (singapore) pte.26.05K0.03%$144.33K
Segall bryant & hamill211.13K0.02%$1.17M
Gsa capital partners llp41.09K0.02%$228.00K

Top Buyers

HolderShares% AssetsChange
Millennium management363.51K0.00%345.23K
Segall bryant & hamill211.13K0.02%211.13K
Rbf capital132.31K0.04%132.31K
Morgan stanley205.78K0.00%123.30K
Jane street group114.65K0.00%99.53K

Top Sellers

HolderShares% AssetsChange
Blackrock461.33K0.00%-995.29K
State street66.25K--341.77K
Geode capital management174.54K0.00%-209.38K
Nuveen asset management---183.27K
Goldman sachs group336.03K0.00%-104.25K

New Positions

HolderShares% AssetsChangeValue
Segall bryant & hamill211.13K0.02%211.13K$1.17M
Rbf capital132.31K0.04%132.31K$732.99K
Cubist systematic strategies53.47K0.00%53.47K$296.24K
Point72 asia (singapore) pte.26.05K0.03%26.05K$144.33K
Aqr capital management18.48K0.00%18.48K$102.35K

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20248110.96%8,526,712-10.40%442.06%53112.00%21-32.26%
Mar 31, 202473-7.59%9,515,999-0.85%461.89%25-30.56%3110.71%
Dec 31, 202379-2.47%9,597,714-1.43%491.97%36-2.70%287.69%
Sep 30, 2023816.58%9,736,524-1.02%501.95%3754.17%26-29.73%
Jun 30, 202376-9.52%9,836,485-4.54%501.78%24-40.00%3715.63%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv552.77K2.69%-
Vanguard Institutional Extnd Mkt Idx Tr255.76K1.24%-
DFA US Targeted Value I237.19K1.15%-7.71K
DFA US Micro Cap I156.36K0.76%-2.51K
US Equity Small Cap Corporate Cl OF105.24K0.51%-
US Equity Small Cap Pool A97.68K0.47%-
Fidelity Extended Market Index93.40K0.45%-4.08K
WisdomTree US SmallCap Dividend ETF91.07K0.44%-
Avantis US Small Cap Value ETF90.66K0.44%-
Dimensional US Targeted Value ETF89.54K0.44%-

Recent Insider Transactions


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

Insider Transactions Trends


DateBuySell
2024 Q2--
2023 Q4-2
2023 Q2--
2022 Q41-
2022 Q2--

CATO Ownership FAQ


Who Owns Cato?

Cato shareholders are primarily institutional investors at 44.05%, followed by 9.81% insiders and 46.14% retail investors. The average institutional ownership in Cato's industry, Apparel Retail Stocks, is 71.75%, 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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