Position in CATO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,518,043
-$175,255 QoQ
Shares Held
468,532
-21.7% QoQ
Ownership
2.35%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#5
of 42 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 7%
None 4%
Common Shares in CATO Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $3,416,802,072 across 24 Apparel Retail names. CATO ranks #23 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
6,456,827 | $978,209,289 | |
| 2 | ROST |
Ross Stores, Inc.
|
3,044,245 | $647,967,545 | |
| 3 | URBN |
Urban Outfitters Inc
|
4,573,363 | $324,068,500 | |
| 4 | GAP |
Gap Inc
|
16,185,278 | $302,340,991 | |
| 5 | BURL |
Burlington Stores, Inc.
|
664,675 | $210,569,038 | |
| 6 | AEO |
American Eagle Outfitters Inc
|
10,253,248 | $176,355,865 | |
| 7 | ANF |
Abercrombie & Fitch Co /De/
|
1,832,781 | $164,968,616 | |
| 8 | VSXY |
Victoria's Secret & Co.
|
1,942,411 | $162,152,468 |
All Filings in CATO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,518,043 | 468,532 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,693,298 | 598,339 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,187,700 | 707,994 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,304,399 | 784,893 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,309,139 | 821,758 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,757,103 | 827,959 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,469,516 | 889,620 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,621,662 | 926,185 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $5,641,597 | 1,018,339 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,416,146 | 1,111,984 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $8,084,421 | 1,132,272 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $9,131,393 | 1,192,088 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $10,385,631 | 1,293,354 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $12,245,599 | 1,385,249 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $12,561,416 | 1,346,347 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $12,912,607 | 1,353,523 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $16,380,280 | 1,410,877 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $19,915,829 | 1,358,515 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $22,433,920 | 1,307,338 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $21,452,082 | 1,296,982 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $22,535,485 | 1,335,832 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $16,374,228 | 1,364,519 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $14,123,068 | 1,472,687 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $12,630,621 | 1,615,169 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $15,376,968 | 1,879,825 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $20,365,412 | 1,908,661 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||