Cato Ownership | Who Owns Cato?


OverviewRevenueFinancialsChart

Cato Ownership Summary


Cato is owned by 32.47% institutional investors, 18.19% insiders, and 49.34% retail investors. Aldebaran capital is the largest institutional shareholder, holding 5.59% of CATO shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.79% of its assets in Cato shares.

CATO Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockCato32.47%18.19%49.34%
SectorConsumer Cyclical Stocks 60.12%14.25%25.63%
IndustryApparel Retail Stocks76.71%14.23%9.06%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Aldebaran capital1.04M5.59%$2.93M
Dimensional fund advisors lp889.62K4.61%$3.47M
Vanguard group840.65K4.36%$3.28M
Renaissance563.40K2.92%$2.20M
Blackrock461.33K2.38%$2.56M
Blackrock funding, inc. /de390.19K2.09%$1.10M
Arrowstreet capital, limited partnership294.90K1.58%$828.68K
Rbf capital200.50K1.07%$563.40K
Morgan stanley205.78K1.06%$1.14M
Geode capital management166.20K0.86%$648.37K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Aldebaran capital1.04M2.89%$2.93M
Prescott group capital management101.72K0.03%$285.84K
Gsa capital partners llp104.30K0.03%$407.00K
Rbf capital200.50K0.03%$563.40K
Aristides capital38.23K0.02%$107.42K
Verum partners32.51K0.02%$91.35K
Bridgeway capital management142.93K0.01%$557.43K
Newbridge financial services group6.72K0.01%$26.21K
Yacktman asset management lp105.44K0.00%$411.24K
Renaissance563.40K0.00%$2.20M

Top Buyers

HolderShares% AssetsChange
Morgan stanley205.78K0.00%123.30K
Ubs group76.95K0.00%61.99K
Bridgeway capital management142.93K0.01%20.93K
Aqr capital management18.48K0.00%18.48K
Newbridge financial services group6.72K0.01%6.72K

Top Sellers

HolderShares% AssetsChange
Blackrock461.33K0.00%-995.29K
Acuitas investments---508.45K
Gratia capital---328.18K
Segall bryant & hamill---214.56K
Nuveen asset management---183.27K

New Positions

HolderShares% AssetsChangeValue
Aqr capital management18.48K0.00%18.48K$102.35K
Macquarie group896.00-896.00$4.96K
Raymond james financial301.00-301.00$846.00
Jones financial companies lllp150.00-150.00$414.00

Sold Out

HolderChange
Wells fargo & company/mn-1.00
Nelson, van denburg & campbell wealth management group-3.00
Innealta capital-17.00
Farther finance advisors-20.00
Versant capital management-26.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 202547-2.08%6,066,072-5.10%322.94%1122.22%254.17%
Mar 31, 20251-98.31%115,021-98.37%-0.04%--100.00%1-96.30%
Dec 31, 202422-66.67%2,836,793-63.36%140.76%7-70.83%8-71.43%
Sep 30, 202466-20.48%7,742,366-9.23%431.88%25-54.55%2833.33%
Jun 30, 20248110.96%8,526,712-10.40%442.06%53112.00%21-32.26%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard US Total Market Shares ETF552.77K2.79%-
Vanguard Total Stock Mkt Idx Inv536.79K2.72%-11.73K
DFA US Targeted Value I188.54K0.96%-
Vanguard Institutional Extnd Mkt Idx Tr175.70K0.89%-80.06K
US Equity Small Cap Corporate Cl OF105.24K0.52%-
Dimensional US Targeted Value ETF99.20K0.50%-
DFA US Micro Cap I96.75K0.49%-
US Equity Small Cap Pool A97.68K0.49%-
Fidelity Extended Market Index91.13K0.46%-238.00
WisdomTree US SmallCap Dividend ETF91.14K0.44%154.00

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 32.47%, followed by 18.19% insiders and 49.34% retail investors. The average institutional ownership in Cato's industry, Apparel Retail Stocks, is 76.71%, which Cato falls below.

Who owns the most shares of Cato?

Cato’s largest shareholders are Aldebaran capital (1.04M shares, 5.59%), Dimensional fund advisors lp (889.62K shares, 4.61%), and Vanguard group (840.65K shares, 4.36%). Together, they hold 14.55% 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 2.89% of its assets in 1.04M Cato shares, valued at 2.93M$.

Who is the top mutual fund holder of Cato shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Cato shares, with 2.79% of its total shares outstanding invested in 552.77K Cato shares.

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