Among active 13F managers last quarter, 4 opened and 7 added, while 5 reduced; the largest holder to move was Aldebaran Capital, LLC (−0.6%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
41 tracked 13F filers disclose a position in CATO as of the latest SEC 13F filings, a combined $18.8M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Aldebaran Capital, LLC | 1.2M | $3.8M | ▼−0.6% Reduced · −7K sh | Q2 2026 | |
| 2 | Peapod Lane Capital LLC | 779K | $2.5M | ▲+1.6% Added · +12K sh | Q2 2026 | |
| 3 | Vanguard Capital Management LLC | 712K | $2.3M | ▲+1.1% Added · +8K sh | Q2 2026 | |
| 4 | Dimensional Fund Advisors LP | 598K | $1.7M | ▼−15% Reduced · −110K sh | Q1 2026 | |
| 5 | Renaissance Technologies LLC | 548K | $1.6M | ▲+3.3% Added · +18K sh | Q1 2026 | |
| 6 | BlackRock, Inc. | 406K | $1.3M | ▲+3.8% Added · +15K sh | Q2 2026 | |
| 7 | Arrowstreet Capital, Limited Partnership | 295K | $835K | —Held | Q1 2026 | |
| 8 | Prescott Group Capital Management, L.L.C. | 225K | $728K | —Held | Q2 2026 | |
| 9 | Bridgeway Capital Management, LLC | 156K | $505K | ▲+6.3% Added · +9K sh | Q2 2026 | |
| 10 | Geode Capital Management, LLC | 154K | $500K | —Held | Q2 2026 | |
| 11 | Yacktman Asset Management LP | 105K | $342K | —Held | Q2 2026 | |
| 12 | Marquette Asset Management, LLC | 103K | $335K | ▲New +103K sh | Q2 2026 | |
| 13 | Vanguard Fiduciary Trust Co | 83K | $269K | ▲+0.7% Added · +559 sh | Q2 2026 | |
| 14 | UBS Group AG | 71K | $200K | ▲11× Added · +64K sh | Q1 2026 | |
| 15 | Two Sigma Investments, LP | 70K | $198K | ▲+63% Added · +27K sh | Q1 2026 | |
| 16 | State Street Corp | 69K | $223K | ▼−3.8% Reduced · −3K sh | Q2 2026 | |
| 17 | Empowered Funds, LLC | 50K | $141K | ▲New +50K sh | Q1 2026 | |
| 18 | Squarepoint Ops LLC | 48K | $136K | ▲+31% Added · +11K sh | Q1 2026 | |
| 19 | Millennium Management LLC | 48K | $135K | ▼−35% Reduced · −25K sh | Q1 2026 | |
| 20 | Aristides Capital LLC | 46K | $150K | ▲+2.6% Added · +1K sh | Q2 2026 | |
| 21 | NewEdge Advisors, LLC | 42K | $137K | ▲New +42K sh | Q2 2026 | |
| 22 | Susquehanna International Group, LLP | 41K | $115K | ▲+23% Added · +8K sh | Q1 2026 | |
| 23 | Northern Trust Corp | 39K | $109K | —Held | Q1 2026 | |
| 24 | Verum Partners LLC | 33K | $105K | —Held | Q2 2026 | |
| 25 | Citadel Advisors LLC | 27K | $88K | ▼−21% Reduced · −7K sh | Q2 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, 4 funds opened a new position in CATO and 7 added to an existing one, while 5 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 20 funds | $14.6B |
| Berkshire Hathaway Inc-CL BBRK/B | 20 funds | $3.0B |
| Visa Inc-Class A SharesV | 20 funds | $1.5B |
| Alphabet Inc-CL AGOOGL | 19 funds | $9.6B |
| Mastercard Inc - AMA | 19 funds | $4.4B |
| Unitedhealth Group IncUNH | 19 funds | $2.9B |
| JPMorgan Chase & CoJPM | 19 funds | $2.9B |
| Eli Lilly & CoLLY | 19 funds | $2.5B |
| Nvidia CorpNVDA | 18 funds | $15.3B |
| Apple IncAAPL | 18 funds | $13.2B |
| Amazon.com IncAMZN | 18 funds | $13.1B |
| Lam Research CorpLRCX | 18 funds | $4.7B |
Ranked by how many of CATO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CATO.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 17, 2023 | Patrick Bailey W | Director | Sell (S) 2 lots, same day | 3K | $21K |
| 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 |
| Jan 2, 2019 | Stowe Daniel Harding | Director | Buy (P) | 64 | $928 |
| Feb 9, 2018 | Cato John P D | CHAIRMAN/PRESIDENT/CEO, Director | Buy (P) | 100 | $1K |
| Aug 22, 2017 | Stowe Daniel Harding | Director | Buy (P) | 7K | $100K |
| Aug 18, 2017 | Stowe Daniel Harding | Director | Buy (P) | 3K | $34K |
| Jun 23, 2017 | Weisiger, Jr Edward I | Director | Buy (P) 3 lots, same day | 3K | $52K |
| Jun 14, 2017 | Patrick Bailey W | Director | Buy (P) | 1K | $17K |
| Mar 21, 2017 | Weisiger, Jr Edward I | Director | Buy (P) | 1K | $21K |
| Mar 17, 2017 | Weisiger, Jr Edward I | Director | Buy (P) 2 lots, same day | 2K | $46K |
| Aug 21, 2015 | Henson Thomas B | Director | Buy (P) | 3K | $98K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 14 | 10 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for CATO
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.