Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionCalton & Associates, Inc.
Latest Disclosed Ownership1,667 shares
Latest Disclosed Value $ 896,879
Calton & Associates, Inc. reports 0.48% increase in ownership of CMI / Cummins Inc.

On May 13, 2026 - Calton & Associates, Inc. filed a 13F-HR form disclosing ownership of 1,667 shares of Cummins Inc. (MX:CMI) valued at $896,879 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 1,659 shares of Cummins Inc.. This represents a change in shares of 0.48% 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.

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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)
2026-05-13 2026-03-31 13F CUMMINS COM 231021106 1,667 8 0.48 897 5.91 0.1289
2026-02-10 2025-12-31 13F CUMMINS COM 231021106 1,659 15 0.91 847 21.90 0.1244
2025-11-07 2025-09-30 13F CUMMINS COM 231021106 1,644 10 0.61 694 29.72 0.1042
2025-08-12 2025-06-30 13F CUMMINS COM 231021106 1,634 7 0.43 535 5.11 0.0925
2025-05-15 2025-03-31 13F/A-1 CUMMINS COM 231021106 1,627 29 1.81 510 -8.62 0.1163
2025-05-05 2025-03-31 13F CUMMINS COM 231021106 73,938 72,340 16,424 3.7435
2025-01-23 2024-12-31 13F CUMMINS COM 231021106 1,598 136 9.30 557 17.76 0.2462
2024-10-21 2024-09-30 13F/A-1 CUMMINS COM 231021106 1,462 -136 -8.51 473 7.01 0.1809
2024-10-18 2024-09-30 13F CUMMINS COM 231021106 3,359 1,761 1,772 0.6896
2024-07-19 2024-06-30 13F CUMMINS COM 231021106 1,598 0 0.00 443 -5.96 0.2215
2024-04-16 2024-03-31 13F CUMMINS COM 231021106 1,598 0 0.00 471 23.04 0.2294
2024-02-07 2023-12-31 13F CUMMINS COM 231021106 1,598 1,598 383 0.1540
2023-11-01 2023-09-30 13F CUMMINS COM 231021106 0 -1,551 -100.00 0 -100.00
2023-07-24 2023-06-30 13F CUMMINS COM 231021106 1,551 0 0.00 380 2.70 0.1773
2023-04-19 2023-03-31 13F CUMMINS COM 231021106 1,551 -87 -5.31 371 -6.57 0.1719
2023-01-18 2022-12-31 13F CUMMINS COM 231021106 1,638 0 0.00 397 18.92 0.1536
2022-10-31 2022-09-30 13F CUMMINS COM 231021106 1,638 -111 -6.35 333 -1.48 0.1907
2022-07-12 2022-06-30 13F CUMMINS COM 231021106 1,749 -180 -9.33 338 -14.43 0.1879
2022-04-26 2022-03-31 13F/A-1 CUMMINS COM 231021106 1,929 152 8.55 395 2.07 0.1173
2022-04-12 2022-03-31 13F CUMMINS COM 231021106 1,929 152 395 0.1178
2022-01-13 2021-12-31 13F CUMMINS COM 231021106 1,777 -74 -4.00 387 -6.75 0.1033
2021-11-05 2021-09-30 13F CUMMINS COM 231021106 1,851 -38 -2.01 415 -9.78 0.0908
2021-08-11 2021-06-30 13F CUMMINS COM 231021106 1,889 -42 -2.18 460 -8.18 0.0874
2021-05-03 2021-03-31 13F CUMMINS COM 231021106 1,931 15 0.78 501 15.17 0.0975
2021-01-25 2020-12-31 13F CUMMINS COM 231021106 1,916 87 4.76 435 12.69 0.0776
2020-10-30 2020-09-30 13F CUMMINS COM 231021106 1,829 0 0.00 386 21.77 0.0793
2020-08-10 2020-06-30 13F CUMMINS COM 231021106 1,829 191 11.66 317 42.79 0.0691
2020-04-30 2020-03-31 13F CUMMINS COM 231021106 1,638 -23 -1.38 222 -25.25 0.0550
2020-02-03 2019-12-31 13F CUMMINS COM 231021106 1,661 -537 -24.43 297 -17.04 0.0597
2019-11-07 2019-09-30 13F CUMMINS COM 231021106 2,198 -193 -8.07 358 -12.68 0.0795
2019-07-09 2019-06-30 13F CUMMINS COM 231021106 2,391 -100 -4.01 410 4.33 0.1158
2019-04-25 2019-03-31 13F CUMMINS COM 231021106 2,491 -98 -3.79 393 13.58 0.1197
2019-02-11 2018-12-31 13F CUMMINS COM 231021106 2,589 769 42.25 346 30.08 0.1273
2018-10-24 2018-09-30 13F CUMMINS COM 231021106 1,820 0 0.00 266 2.70 0.0783
2018-08-10 2018-06-30 13F CUMMINS COM 231021106 1,820 21 1.17 259 -11.30 0.0753
2018-04-17 2018-03-31 13F CUMMINS COM 231021106 1,799 331 22.55 292 5.80 0.0845
2018-02-05 2017-12-31 13F CUMMINS COM 231021106 1,468 1,468 276 0.0695
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.