36 tracked 13F filers disclose a position in CATO as of the latest SEC 13F filings, a combined $13.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Peapod Lane Capital LLC | $2.5M | 779K | ▲+1.6% Added · +12K sh | Q2 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $2.0M | 704K | →First observed position No prior filed position | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $1.7M | 598K | ▼−15% Reduced · −110K sh | Q1 2026 | |
| 4 | RENAISSANCE TECHNOLOGIES LLC | $1.6M | 548K | ▲+3.3% Added · +18K sh | Q1 2026 | |
| 5 | BlackRock, Inc. | $1.1M | 391K | ▲+0.8% Added · +3K sh | Q1 2026 | |
| 6 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $835K | 295K | —Held | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $437K | 154K | ▼−4.6% Reduced · −8K sh | Q1 2026 | |
| 8 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $415K | 146K | —Held | Q1 2026 | |
| 9 | YACKTMAN ASSET MANAGEMENT LP | $298K | 105K | —Held | Q1 2026 | |
| 10 | Marquette Asset Management, LLC | $335K | 103K | ▲New +103K sh | Q2 2026 | |
| 11 | VANGUARD FIDUCIARY TRUST CO | $233K | 82K | →First observed position No prior filed position | Q1 2026 | |
| 12 | STATE STREET CORP | $202K | 72K | —Held | Q1 2026 | |
| 13 | UBS Group AG | $200K | 71K | ▲11× Added · +64K sh | Q1 2026 | |
| 14 | TWO SIGMA INVESTMENTS, LP | $198K | 70K | ▲+63% Added · +27K sh | Q1 2026 | |
| 15 | Empowered Funds, LLC | $141K | 50K | ▲New +50K sh | Q1 2026 | |
| 16 | Squarepoint Ops LLC | $136K | 48K | ▲+31% Added · +11K sh | Q1 2026 | |
| 17 | MILLENNIUM MANAGEMENT LLC | $135K | 48K | ▼−35% Reduced · −25K sh | Q1 2026 | |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $115K | 41K | ▲+23% Added · +8K sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $109K | 39K | —Held | Q1 2026 | |
| 20 | CITADEL ADVISORS LLC | $97K | 34K | ▼−76% Reduced · −107K sh | Q1 2026 | |
| 21 | Verum Partners LLC | $105K | 33K | —Held | Q2 2026 | |
| 22 | GOLDMAN SACHS GROUP INC | $73K | 26K | ▼−4.5% Reduced · −1K sh | Q1 2026 | |
| 23 | Connor, Clark & Lunn Investment Management Ltd. | $68K | 24K | —Held | Q1 2026 | |
| 24 | XTX Topco Ltd | $68K | 24K | ▼−5.4% Reduced · −1K sh | Q1 2026 | |
| 25 | SIMPLEX TRADING, LLC | $31K | 11K | ▼−35% Reduced · −6K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in CATO and 5 added to an existing one, while 4 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 6 funds | $2.6B |
| ALPHABET INC-CL CGOOG | 6 funds | $1.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 6 funds | $1.1B |
| JOHNSON & JOHNSONJNJ | 6 funds | $1.1B |
| MASTERCARD INC - AMA | 6 funds | $1.0B |
| SCHWAB (CHARLES) CORPSCHW | 6 funds | $828.2M |
| UNITEDHEALTH GROUP INCUNH | 6 funds | $761.8M |
| COCA-COLA CO/THEKO | 6 funds | $757.9M |
| VISA INC-CLASS A SHARESV | 6 funds | $689.0M |
| PROCTER & GAMBLE CO/THEPG | 6 funds | $640.6M |
| PEPSICO INCPEP | 6 funds | $418.9M |
| WELLS FARGO & COWFC | 6 funds | $396.4M |
Ranked by how many of CATO's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 17, 2023 | PATRICK BAILEY W | Director | Sell (S) | 3K | $19K |
| Nov 17, 2023 | PATRICK BAILEY W | Director | Sell (S) | 200 | $1K |
| Nov 25, 2022 | CATO JOHN P D | CHAIRMAN/PRESIDENT/CEO, Director | Buy (P) | 3K | $31K |
| Nov 22, 2021 | PATRICK BAILEY W | Director | Buy (P) | 3K | $50K |
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CATO/capital-change-brief"
Use Arkolith's capital_change_brief for CATO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CATO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.