Cato Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of CATO?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	3,794,343	19.7%
General Public	7,389,617	38.3%
Institutions	8,123,816	42.1%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 54.3% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
16.1%	John P. Cato	3,112,421	US$12.1m	0%	no data
5.82%	Aldebaran Capital, LLC	1,123,131	US$4.4m	21.6%	4.08%
4.8%	Dimensional Fund Advisors LP	926,185	US$3.6m	-9.05%	no data
4.38%	The Vanguard Group, Inc.	844,899	US$3.3m	0%	no data
3%	Renaissance Technologies LLC	579,202	US$2.3m	-0.17%	no data
2.63%	Acuitas Investments, LLC	508,455	US$2.0m	3.21%	0.59%
2.41%	BlackRock, Inc.	465,349	US$1.8m	0.87%	no data
1.7%	Gratia Capital, LLC	328,175	US$1.3m	0%	1.84%
1.41%	Arrowstreet Capital, Limited Partnership	272,572	US$1.1m	0%	no data
1.12%	Segall Bryant & Hamill, LLC	215,620	US$840.9k	2.13%	0.01%
1.06%	RBF Capital LLC	204,297	US$796.8k	54.4%	0.04%
1.05%	Epoch Investment Partners, Inc.	202,922	US$791.4k	108%	0.01%
1.02%	Millennium Management LLC	197,591	US$770.6k	-45.6%	no data
0.86%	Bridgeway Capital Management, LLC	167,008	US$651.3k	2.8%	0.01%
0.86%	Geode Capital Management, LLC	166,615	US$649.8k	-4.54%	no data
0.8%	Connor, Clark & Lunn Investment Management Ltd.	154,029	US$600.7k	20.6%	no data
0.71%	Two Sigma Advisers, LP	137,200	US$535.1k	12.3%	no data
0.65%	GSA Capital Partners LLP	124,718	US$486.4k	203%	0.04%
0.64%	Goldman Sachs Group, Investment Banking and Securities Investments	123,279	US$480.8k	-63.3%	no data
0.63%	Two Sigma Investments, LP	121,786	US$475.0k	-8.71%	no data
0.56%	Gordon Smith	108,052	US$421.4k	0%	no data
0.55%	Yacktman Asset Management LP	105,445	US$411.2k	0%	no data
0.54%	BNY Asset Management	103,624	US$404.1k	-3.03%	no data
0.52%	American Century Investment Management Inc	101,066	US$394.2k	-13.4%	no data
0.47%	Mellon Investments Corporation	91,376	US$356.4k	0.42%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 02:23
End of Day Share Price	2024/12/20 00:00
Earnings	2024/11/02
Annual Earnings	2024/02/03

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

The Cato Corporation is covered by 2 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Patrick McKeever	MKM Partners LLC
Heather Boksen	Sidoti & Company, LLC