Creative Planning
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Creative Planning’s Cato Corp CATO Stock Holding History

Creative Planning’s Portfolio CATO Stock Details CATO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-16,194
Closed -$116K – 2937
2023
Q4 		$116K Buy
+16,194
New +$115K ﹤0.01% 2553
2017
Q2 		– Sell
-1,829
Closed -$40K – 4632
2017
Q1 		$40K Buy
+1,829
New +$45.6K ﹤0.01% 2637
2016
Q1 		– Sell
-200
Closed -$7K – 4342
2015
Q4 		$7K Hold
200
– – ﹤0.01% 3488
2015
Q3 		$7K Buy
+200
New +$7.29K ﹤0.01% 3417
2015
Q2 		– Sell
-43
Closed -$2K – 1378
2015
Q1 		$2K Hold
43
– – ﹤0.01% 3848
2014
Q4 		$2K Buy
+43
New +$1.62K ﹤0.01% 3795

Other funds holding CATO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
Aldebaran Capital Carmel, Indiana $131M AUM 34.7% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return

Creative Planning's CATO Position: Q1 2024 in Review

Creative Planning sold out of Cato Corp (CATO) in Q1 2024, closing a stake of 16,194 shares — an estimated $116K sold.

Creative Planning first reported a position in CATO in Q4 2014 and held it in 6 quarters. The position peaked at $116K in Q4 2023. 71 funds tracked by Wall St. Rank hold CATO as of Q1 2024.

  • Creative Planning reported no remaining Cato Corp position as of Q1 2024 after selling out during the quarter.
  • Creative Planning sold 16,194 Cato Corp shares in Q1 2024, an estimated $116K.
  • Creative Planning first reported a position in Cato Corp in Q4 2014 and held it in 6 quarters.
  • Creative Planning's Cato Corp position peaked at $116K in Q4 2023.
  • 71 funds tracked by Wall St. Rank held Cato Corp as of Q1 2024.

Based on Creative Planning's 13F filing for Q1 2024, filed 13 May 2024.