As of the latest SEC filings, CATO CORP (CATO) is held by 40 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $1,515,221.62 in market value, representing a significant portion of its portfolio.
Funds holding CATO CORP (CATO)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CATO
- CIK:
- 0000018255
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,515,221.62 | 535,414 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $445,334.46 | 157,362 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $225,792.14 | 75,014 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $199,915.59 | 69,657 | Apr 30, 2026 | Jun 24, 2026 |
|
BRUSX
Ultra-Small Company Fund
|
MF | Independent / Boutique | 0.23% | $197,279.30 | 69,710 | Mar 31, 2026 | May 21, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $193,323.20 | 67,360 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $188,688.15 | 65,745 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $177,842.42 | 61,966 | Apr 30, 2026 | Jun 24, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $157,563.00 | 54,900 | Apr 30, 2026 | Jun 29, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $144,249.07 | 50,261 | Apr 30, 2026 | Jun 29, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.01% | $141,468.87 | 49,989 | Mar 31, 2026 | Jun 1, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $131,279.54 | 45,742 | Apr 30, 2026 | Jun 29, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.01% | $105,723.14 | 37,358 | Mar 31, 2026 | May 28, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $96,280.87 | 31,987 | Feb 28, 2026 | Apr 24, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $65,618.00 | 21,800 | Feb 28, 2026 | Apr 24, 2026 |
|
BRSIX
Ultra-Small Company Market Fund
|
MF | Independent / Boutique | 0.05% | $62,260.00 | 22,000 | Mar 31, 2026 | May 21, 2026 |
|
DFEOX
U.S. CORE EQUITY 1 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $52,776.43 | 18,389 | Apr 30, 2026 | Jun 24, 2026 |
|
VITNX
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND
|
MF | Vanguard | 0.00% | $32,239.36 | 11,392 | Mar 31, 2026 | May 28, 2026 |
|
AVSC
Avantis U.S. Small Cap Equity ETF
|
ETF | American Century | 0.00% | $20,085.73 | 6,673 | Feb 28, 2026 | Apr 29, 2026 |
|
-
AST Small-Cap Equity Portfolio
|
ETF | Independent / Boutique | 0.00% | $13,442.50 | 4,750 | Mar 31, 2026 | May 27, 2026 |
|
-
JNL/DFA U.S. Small Cap Fund
|
ETF | Independent / Boutique | 0.00% | $12,918.95 | 4,565 | Mar 31, 2026 | May 28, 2026 |
|
-
LVIP Dimensional U.S. Core Equity 1 Fund
|
ETF | Independent / Boutique | 0.00% | $12,177.49 | 4,303 | Mar 31, 2026 | May 18, 2026 |
|
NSGRX
Small Cap Core Fund
|
MF | Independent / Boutique | 0.00% | $11,421.88 | 4,036 | Mar 31, 2026 | May 28, 2026 |
|
DFSIX
U.S. Sustainability Core 1 Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $10,931.83 | 3,809 | Apr 30, 2026 | Jun 24, 2026 |
|
-
Dimensional VA U.S. Targeted Value Portfolio
|
ETF | Dimensional Fund Advisors | 0.00% | $10,260.25 | 3,575 | Apr 30, 2026 | Jun 24, 2026 |
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