CATONYSERetail-Women's Clothing StoresFiscal year ends January 30
CATO CORP
Financials through Q2 FY2026, quarter ended Aug 1, 2026Last filing: 10-Q on Aug 27, 2026
$2.31−0.04 (-1.70%)
Close on Oct 19, 2026
- Market cap
- $43.89M
- P/E (TTM)
- –
- Dividend yield
- 0.00%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
29.4%
6M of 20M shares
Institutional holders
42
4 new, 5 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| John P. D. Cato | 2,979,240 | – | 13G (passive) amendment | Dec 31, 2023 |
| Aldebaran Capital, LLC | 1,123,131 | 5.97% | 13G (passive) | Sep 30, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CATO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Aldebaran Capital, LLC | 1,169,986 | 5.88% | $3.79M | −6,701 | 2.85% |
| Peapod Lane Capital LLC | 778,940 | 3.91% | $2.52M | +12,115 | 1.70% |
| Vanguard Capital Management LLC | 711,699 | 3.57% | $2.31M | +7,531 | 0.00% |
| Renaissance Technologies LLC | 561,950 | 2.82% | $1.82M | +13,600 | 0.00% |
| Dimensional Fund Advisors LP | 468,532 | 2.35% | $1.52M | −129,807 | 0.00% |
| BlackRock, Inc. | 406,411 | 2.04% | $1.32M | +14,940 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 294,905 | 1.48% | $955.49K | – | 0.00% |
| Prescott Group Capital Management, L.L.C. | 224,767 | 1.13% | $728.25K | – | 0.06% |
| Bridgeway Capital Management, LLC | 155,791 | 0.78% | $504.76K | +9,292 | 0.01% |
| Geode Capital Management, LLC | 154,380 | 0.78% | $500.35K | – | 0.00% |
| Yacktman Asset Management LP | 105,445 | 0.53% | $341.64K | – | 0.00% |
| Marquette Asset Management, LLC | 103,328 | 0.52% | $334.78K | New | 0.04% |
| Vanguard Fiduciary Trust Co | 82,903 | 0.42% | $268.61K | +559 | 0.00% |
| RBF Capital, LLC | 82,827 | 0.42% | $268.36K | −39,327 | 0.01% |
| State Street Corp | 68,846 | 0.35% | $223.06K | −2,700 | 0.00% |
| Gsa Capital Partners Llp | 51,228 | 0.26% | $166 | – | 0.01% |
| Empowered Funds, LLC | 49,989 | 0.25% | $161.96K | – | 0.00% |
| Squarepoint Ops LLC | 48,749 | 0.24% | $157.95K | +758 | 0.00% |
| Aristides Capital LLC | 46,319 | 0.23% | $150.07K | +1,190 | 0.03% |
| NewEdge Advisors, LLC | 42,436 | 0.21% | $137.49K | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 42 | 6M | 29.4% | 4 / 13 | 12 / 5 | 0M | 0M |
| Q1 2026 | 44 | 6M | 30.5% | 6 / 11 | 12 / 5 | 1M | 1M |
| Q4 2025 | 44 | 6M | 31.4% | 6 / 13 | 17 / 4 | 1M | 0M |
| Q3 2025 | 42 | 6M | 29.3% | 3 / 10 | 16 / 6 | 0M | 0M |
| Q2 2025 | 45 | 6M | 30.5% | 6 / 5 | 24 / 7 | 0M | 0M |
| Q1 2025 | 46 | 6M | 32.1% | 2 / 7 | 24 / 12 | 0M | 1M |
| Q4 2024 | 56 | 7M | 35.3% | 9 / 11 | 29 / 16 | 1M | 2M |
| Q3 2024 | 63 | 8M | 39.3% | 6 / 18 | 30 / 25 | 1M | 1M |
| Q2 2024 | 83 | 9M | 43.3% | 30 / 25 | 23 / 18 | 1M | 3M |
| Q1 2024 | 71 | 10M | 49.0% | 8 / 19 | 30 / 15 | 1M | 1M |
| Q4 2023 | 78 | 10M | 48.9% | 7 / 28 | 32 / 7 | 1M | 1M |
| Q3 2023 | 78 | 10M | 48.9% | 12 / 26 | 25 / 8 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CATO | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 535,414 | 2.69% | $1.73M | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 156,803 | 0.79% | $508.04K | 0.00% | Jun 30, 2026 |
| Ultra-Small Company Fund | 79,002 | 0.40% | $255.97K | 0.26% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 70,170 | 0.35% | $227.35K | 0.00% | May 31, 2026 |
| U.S. Micro Cap Portfolio | 56,954 | 0.29% | $194.78K | 0.00% | Jul 31, 2026 |
| U.S. Small Cap Value Portfolio | 54,057 | 0.27% | $184.87K | 0.00% | Jul 31, 2026 |
| iShares Micro-Cap ETF | 51,861 | 0.26% | $168.03K | 0.01% | Jun 30, 2026 |
| Dimensional U.S. Core Equity 2 ETF | 50,261 | 0.25% | $171.89K | 0.00% | Jul 31, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 49,989 | 0.25% | $161.96K | 0.01% | Jun 30, 2026 |
| Dimensional U.S. Small Cap ETF | 45,742 | 0.23% | $156.44K | 0.00% | Jul 31, 2026 |
| U.S. Core Equity 2 Portfolio | 32,800 | 0.16% | $112.18K | 0.00% | Jul 31, 2026 |
| Fidelity Total Market Index Fund | 31,987 | 0.16% | $103.64K | 0.00% | May 31, 2026 |
| Ultra-Small Company Market Fund | 22,000 | 0.11% | $71.28K | 0.05% | Jun 30, 2026 |
| Fidelity Series Total Market Index Fund | 21,800 | 0.11% | $70.63K | 0.00% | May 31, 2026 |
| U.S. Small Cap Portfolio | 20,756 | 0.10% | $70.99K | 0.00% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Theresa J. Drew | Director | 24,809 | 0.12% | Jun 6, 2025 |
| Pamela Lewis Davies | Director | 28,438 | 0.14% | Jun 6, 2025 |
| Daniel Harding Stowe | Director | 52,440 | 0.26% | Jun 6, 2025 |
| Bailey W. Patrick | Director | 42,106 | 0.21% | Jun 6, 2025 |
| Kennedy, Iii Bryan F | Director | 39,302 | 0.20% | Jun 6, 2025 |
| Thomas B. Henson | Director | 43,094 | 0.22% | Jun 6, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Thomas B. Henson Director | Jun 1, 2025 | Award | +2,000 | – | – | 43,094 |
| Bailey W. Patrick Director | Jun 1, 2025 | Award | +2,000 | – | – | 42,106 |
| Kennedy, Iii Bryan F Director | Jun 1, 2025 | Award | +2,000 | – | – | 39,302 |
| Daniel Harding Stowe Director | Jun 1, 2025 | Award | +2,000 | – | – | 45,440 |
| Theresa J. Drew Director | Jun 1, 2025 | Award | +2,000 | – | – | 24,809 |
| Pamela Lewis Davies Director | Jun 1, 2025 | Award | +2,000 | – | – | 28,438 |
| Daniel Harding Stowe Director | Jun 1, 2024 | Award | +4,298 | – | – | 43,440 |
| Thomas B. Henson Director | Jun 1, 2024 | Award | +4,298 | – | – | 41,094 |
| Theresa J. Drew Director | Jun 1, 2024 | Award | +4,298 | – | – | 22,809 |
| Pamela Lewis Davies Director | Jun 1, 2024 | Award | +4,298 | – | – | 26,438 |
| Bailey W. Patrick Director | Jun 1, 2024 | Award | +4,298 | – | – | 43,106 |
| Kennedy, Iii Bryan F Director | Jun 1, 2024 | Award | +4,298 | – | – | 37,302 |
| Abby Shearer SVP, General Merchandise Mgr | May 1, 2024 | Award | +8,883 | – | – | 43,490 |
| John P. D. Cato CHAIRMAN/PRESIDENT/CEO, Director | May 1, 2024 | Award | +143,130 | – | – | 1,335,758 |
| Audrey Schwarz Vice President, DMM | May 1, 2024 | Award | +8,596 | – | – | 28,490 |
| Cathy Bailey SVP, GMM (CATO DIV) | May 1, 2024 | Tax withholding | −3,345 | $4.76 | $15.92K | 73,759 |
| Cathy Bailey SVP, GMM (CATO DIV) | May 1, 2024 | Award | +13,431 | – | – | 77,104 |
| George Berry VP, Assistant Controller | May 1, 2024 | Tax withholding | −579 | $4.76 | $2.76K | 12,691 |
| George Berry VP, Assistant Controller | May 1, 2024 | Award | +2,006 | – | – | 13,270 |
| Jeffrey R. Shock SVP, Controller | May 1, 2024 | Tax withholding | −1,260 | $4.76 | $6.00K | 38,975 |
| Jeffrey R. Shock SVP, Controller | May 1, 2024 | Award | +5,014 | – | – | 40,235 |
| Gordon D. Smith EVP, CHIEF REAL EST-STORE DEV | May 1, 2024 | Tax withholding | −3,583 | $4.76 | $17.06K | 108,052 |
| Gordon D. Smith EVP, CHIEF REAL EST-STORE DEV | May 1, 2024 | Award | +14,506 | – | – | 111,635 |
| Charles D. Knight EVP - Chief Financial Officer | May 1, 2024 | Award | +19,341 | – | – | 51,168 |
| Bailey W. Patrick Director | Nov 17, 2023 | Sale | −200 | $6.87 | $1.37K | 38,608 |
| Bailey W. Patrick Director | Nov 17, 2023 | Sale | −2,800 | $6.85 | $19.18K | 35,808 |
| Theresa J. Drew Director | Jun 1, 2023 | Award | +4,438 | – | – | 18,511 |
| Kennedy, Iii Bryan F Director | Jun 1, 2023 | Award | +4,438 | – | – | 33,004 |
| Daniel Harding Stowe Director | Jun 1, 2023 | Award | +4,438 | – | – | 39,142 |
| Pamela Lewis Davies Director | Jun 1, 2023 | Award | +4,438 | – | – | 22,140 |
| Thomas B. Henson Director | Jun 1, 2023 | Award | +4,438 | – | – | 36,796 |
| Bailey W. Patrick Director | Jun 1, 2023 | Award | +4,438 | – | – | 38,808 |
| Thomas E. Meckley Director | Jun 1, 2023 | Award | +4,438 | – | – | 34,808 |
| George Berry VP, Assistant Controller | May 1, 2023 | Tax withholding | −566 | $8.30 | $4.70K | 11,264 |
| George Berry VP, Assistant Controller | May 1, 2023 | Award | +2,017 | – | – | 11,830 |
| Christin J. Reische VP, GENERAL COUNSEL | May 1, 2023 | Award | +3,246 | – | – | 24,970 |
| Charles D. Knight EVP - Chief Financial Officer | May 1, 2023 | Award | +17,751 | – | – | 31,827 |
| John P. D. Cato CHAIRMAN/PRESIDENT/CEO, Director | May 1, 2023 | Award | +143,483 | – | – | 1,192,628 |
| Abby Shearer SVP, General Merchandise Mgr | May 1, 2023 | Tax withholding | −1,303 | $8.30 | $10.81K | 34,607 |
| Abby Shearer SVP, General Merchandise Mgr | May 1, 2023 | Award | +8,580 | – | – | 35,910 |
| Audrey Schwarz Vice President, DMM | May 1, 2023 | Award | +8,432 | – | – | 19,894 |
| Cathy Bailey SVP, GMM (CATO DIV) | May 1, 2023 | Tax withholding | −3,063 | $8.30 | $25.42K | 63,673 |
| Cathy Bailey SVP, GMM (CATO DIV) | May 1, 2023 | Award | +13,314 | – | – | 66,736 |
| Lowell Pugh SVP Human Resources | May 1, 2023 | Tax withholding | −541 | $8.30 | $4.49K | 26,541 |
| Lowell Pugh SVP Human Resources | May 1, 2023 | Award | +4,642 | – | – | 27,082 |
| Gordon D. Smith EVP, CHIEF REAL EST-STORE DEV | May 1, 2023 | Award | +14,365 | – | – | 100,516 |
| Gordon D. Smith EVP, CHIEF REAL EST-STORE DEV | May 1, 2023 | Tax withholding | −3,387 | $8.30 | $28.11K | 97,129 |
| Jeffrey R. Shock SVP, Controller | May 1, 2023 | Tax withholding | −1,221 | $8.30 | $10.13K | 35,221 |
| Jeffrey R. Shock SVP, Controller | May 1, 2023 | Award | +4,900 | – | – | 36,442 |
| Karen Anne Collins SVP-Tsry,Tax,Fin Pln,Tax,Cr,IR | May 1, 2023 | Award | +5,178 | – | – | 17,789 |
| John P. D. Cato CHAIRMAN/PRESIDENT/CEO, Director | Nov 25, 2022 | Buy | +3,000 | $10.38 | $31.14K | 1,049,145 |
| Abby Shearer SVP, General Merchandise Mgr | Jun 18, 2022 | Tax withholding | −266 | $11.48 | $3.05K | 27,330 |
| Daniel Harding Stowe Director | Jun 1, 2022 | Award | +3,519 | – | – | 34,704 |
| Theresa J. Drew Director | Jun 1, 2022 | Award | +3,519 | – | – | 14,073 |
| Thomas B. Henson Director | Jun 1, 2022 | Award | +3,519 | – | – | 32,358 |
| Pamela Lewis Davies Director | Jun 1, 2022 | Award | +3,519 | – | – | 17,702 |
| Bailey W. Patrick Director | Jun 1, 2022 | Award | +3,519 | – | – | 34,370 |
| Thomas E. Meckley Director | Jun 1, 2022 | Award | +3,519 | – | – | 30,370 |
| Daniel Harding Stowe Director | Jun 1, 2022 | Award | +3,519 | – | – | 34,704 |
| Kennedy, Iii Bryan F Director | Jun 1, 2022 | Award | +3,519 | – | – | 28,566 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.