Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionBelpointe Asset Management LLC
Latest Disclosed Ownership2,282 shares
Latest Disclosed Value $ 1,227,830
Belpointe Asset Management LLC reports 7.57% decrease in ownership of CMI / Cummins Inc.

On April 28, 2026 - Belpointe Asset Management LLC filed a 13F-HR form disclosing ownership of 2,282 shares of Cummins Inc. (MX:CMI) valued at $1,227,830 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 2,469 shares of Cummins Inc.. This represents a change in shares of -7.57% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-28 2026-03-31 13F CUMMINS COM 231021106 2,282 -187 -7.57 1,228 -2.62 0.0448
2026-01-27 2025-12-31 13F CUMMINS COM 231021106 2,469 334 15.64 1,261 39.84 0.0455
2025-11-03 2025-09-30 13F CUMMINS COM 231021106 2,135 48 2.30 902 31.92 0.0345
2025-07-22 2025-06-30 13F CUMMINS COM 231021106 2,087 49 2.40 684 7.05 0.0285
2025-05-20 2025-03-31 13F CUMMINS COM 231021106 2,038 248 13.85 639 13.93 0.0332
2025-02-13 2024-12-31 13F CUMMINS COM 231021106 1,790 -105 -5.54 560 -8.65 0.0337
2024-11-13 2024-09-30 13F CUMMINS COM 231021106 1,895 536 39.44 614 63.03 0.0368
2024-08-02 2024-06-30 13F CUMMINS COM 231021106 1,359 5 0.37 376 -5.76 0.0263
2024-05-08 2024-03-31 13F CUMMINS COM 231021106 1,354 -62 -4.38 399 17.70 0.0299
2024-02-13 2023-12-31 13F CUMMINS COM 231021106 1,416 234 19.80 339 25.56 0.0298
2023-11-15 2023-09-30 13F CUMMINS COM 231021106 1,182 60 5.35 270 -1.82 0.0280
2023-08-15 2023-06-30 13F CUMMINS COM 231021106 1,122 -1,142 -50.44 275 -49.07 0.0291
2023-05-15 2023-03-31 13F CUMMINS COM 231021106 2,264 418 22.64 541 20.81 0.0292
2023-02-08 2022-12-31 13F CUMMINS COM 231021106 1,846 -1,494 -44.73 447 -34.26 0.0270
2022-11-14 2022-09-30 13F CUMMINS COM 231021106 3,340 412 14.07 680 19.93 0.0460
2022-08-02 2022-06-30 13F CUMMINS COM 231021106 2,928 -228 -7.22 567 -12.23 0.0380
2022-04-28 2022-03-31 13F CUMMINS COM 231021106 3,156 -377 -10.67 646 -16.21 0.0391
2022-02-15 2021-12-31 13F CUMMINS COM 231021106 3,533 130 3.82 771 0.92 0.0481
2021-11-15 2021-09-30 13F CUMMINS COM 231021106 3,403 1,041 44.07 764 32.87 0.0521
2021-08-09 2021-06-30 13F CUMMINS COM 231021106 2,362 -2,650 -52.87 575 -55.74 0.0414
2021-05-14 2021-03-31 13F CUMMINS COM 231021106 5,012 -4,187 -45.52 1,299 -37.79 0.1112
2021-02-16 2020-12-31 13F CUMMINS COM 231021106 9,199 9,199 2,088 0.1874
2020-07-20 2020-03-31 13F CUMMINS COM 231021106 0 -1,112 -100.00 0 -100.00
2020-02-18 2019-12-31 13F CUMMINS COM 231021106 1,112 21 1.92 200 12.99 0.0254
2020-01-16 2019-09-30 13F CUMMINS COM 231021106 1,091 -2,173 -66.57 177 -68.34 0.0286
2019-11-22 2019-06-30 13F CUMMINS COM 231021106 3,264 2,523 340.49 559 377.78 0.1100
2019-06-11 2019-03-31 13F CUMMINS COM 231021106 741 -2,277 -75.45 117 -70.97 0.0229
2019-03-06 2018-12-31 13F CUMMINS COM 231021106 3,018 3,018 403 0.1021
2018-08-06 2018-03-31 13F CUMMINS COM 231021106 0 -2,935 -100.00 0 -100.00
2018-02-14 2017-12-31 13F CUMMINS COM 231021106 2,935 -308 -9.50 518 -4.95 0.1135
2017-11-16 2017-09-30 13F CUMMINS COM 231021106 3,243 3,243 545 0.1275
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.