CAG
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/B | 0.99 | EPS (TTM) | -4.00 |
| Dividend | 4.91% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 50.1M | 0.0% | +9% |
| VANGUARD CAPITAL MANAGEMENT LLC | 31.0M | n/a | n/a |
| State Street | 25.0M | 0.0% | +1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 23.8M | n/a | n/a |
| Dimensional Fund Advisors | 19.3M | 0.1% | +10% |
| TWO SIGMA INVESTMENTS, LP | 18.7M | 0.2% | +201% |
Top institutional owners for CAG as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| JUL 21 | Brase John P | BUY | 35K | +$511K |
| APR 15 | Mulligan John J | BUY | 18K | +$250K |
| APR 15 | LENNY RICHARD H | BUY | 25K | +$359K |
3 insider buys, 0 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CAG yet.