Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionCommerce Bank
Latest Disclosed Ownership20,652 shares
Latest Disclosed Value $ 11,111,188
Commerce Bank reports 21.28% increase in ownership of CMI / Cummins Inc.

On May 11, 2026 - Commerce Bank filed a 13F-HR form disclosing ownership of 20,652 shares of Cummins Inc. (MX:CMI) valued at $11,111,188 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 17,028 shares of Cummins Inc.. This represents a change in shares of 21.28% 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)
2026-05-11 2026-03-31 13F CUMMINS COM 231021106 20,652 3,624 21.28 11,111 27.84 0.0538
2026-02-13 2025-12-31 13F CUMMINS COM 231021106 17,028 -535 -3.05 8,692 17.16 0.0480
2025-11-12 2025-09-30 13F CUMMINS COM 231021106 17,563 -442 -2.45 7,418 25.81 0.0413
2025-08-07 2025-06-30 13F CUMMINS COM 231021106 18,005 215 1.21 5,897 5.74 0.0348
2025-05-08 2025-03-31 13F CUMMINS COM 231021106 17,790 -216 -1.20 5,576 -11.15 0.0356
2025-02-13 2024-12-31 13F CUMMINS COM 231021106 18,006 -363 -1.98 6,277 5.53 0.0387
2024-11-08 2024-09-30 13F CUMMINS COM 231021106 18,369 -105 -0.57 5,948 16.24 0.0364
2024-08-12 2024-06-30 13F CUMMINS COM 231021106 18,474 101 0.55 5,116 -5.49 0.0331
2024-05-03 2024-03-31 13F CUMMINS COM 231021106 18,373 -465 -2.47 5,414 19.94 0.0358
2024-02-09 2023-12-31 13F CUMMINS COM 231021106 18,838 1,763 10.33 4,513 15.72 0.0321
2023-11-14 2023-09-30 13F CUMMINS COM 231021106 17,075 66 0.39 3,901 -6.45 0.0307
2023-08-08 2023-06-30 13F CUMMINS COM 231021106 17,009 151 0.90 4,170 3.53 0.0312
2023-05-04 2023-03-31 13F CUMMINS COM 231021106 16,858 -540 -3.10 4,027 -4.46 0.0316
2023-02-10 2022-12-31 13F CUMMINS COM 231021106 17,398 -1,063 -5.76 4,215 12.19 0.0342
2022-11-04 2022-09-30 13F CUMMINS COM 231021106 18,461 95 0.52 3,757 5.71 0.0326
2022-08-12 2022-06-30 13F CUMMINS COM 231021106 18,366 24 0.13 3,554 -5.53 0.0290
2022-05-09 2022-03-31 13F CUMMINS COM 231021106 18,342 -542 -2.87 3,762 -8.69 0.0258
2022-02-14 2021-12-31 13F CUMMINS COM 231021106 18,884 376 2.03 4,120 -0.87 0.0269
2021-11-09 2021-09-30 13F CUMMINS COM 231021106 18,508 251 1.37 4,156 -6.63 0.0294
2021-08-09 2021-06-30 13F CUMMINS COM 231021106 18,257 -165 -0.90 4,451 -6.77 0.0316
2021-05-05 2021-03-31 13F CUMMINS COM 231021106 18,422 266 1.47 4,774 15.79 0.0363
2021-02-09 2020-12-31 13F CUMMINS COM 231021106 18,156 -637 -3.39 4,123 3.91 0.0333
2020-11-06 2020-09-30 13F CUMMINS COM 231021106 18,793 -4,039 -17.69 3,968 0.30 0.0359
2020-08-07 2020-06-30 13F CUMMINS COM 231021106 22,832 3,946 20.89 3,956 54.77 0.0386
2020-05-08 2020-03-31 13F CUMMINS COM 231021106 18,886 2,264 13.62 2,556 -14.06 0.0309
2020-02-14 2019-12-31 13F CUMMINS COM 231021106 16,622 112 0.68 2,974 10.72 0.0283
2019-11-12 2019-09-30 13F CUMMINS COM 231021106 16,510 -63 -0.38 2,686 -5.39 0.0276
2019-08-07 2019-06-30 13F CUMMINS COM 231021106 16,573 182 1.11 2,839 9.74 0.0318
2019-05-08 2019-03-31 13F CUMMINS COM 231021106 16,391 -703 -4.11 2,587 13.22 0.0306
2019-02-11 2018-12-31 13F CUMMINS COM 231021106 17,094 686 4.18 2,285 -4.67 0.0291
2018-11-02 2018-09-30 13F CUMMINS COM 231021106 16,408 385 2.40 2,397 12.48 0.0285
2018-08-08 2018-06-30 13F CUMMINS COM 231021106 16,023 -801 -4.76 2,131 -21.86 0.0271
2018-05-03 2018-03-31 13F CUMMINS COM 231021106 16,824 63 0.38 2,727 -7.87 0.0360
2018-02-12 2017-12-31 13F CUMMINS COM 231021106 16,761 -187 -1.10 2,960 3.93 0.0385
2017-11-07 2017-09-30 13F/A-1 CUMMINS COM 231021106 16,948 51 0.30 2,848 3.90 0.0387
2017-11-07 2017-09-30 13F CUMMINS COM 231021106 16,897 2,741
2017-08-08 2017-06-30 13F CUMMINS COM 231021106 16,897 1,790 11.85 2,741 20.01 0.0384
2017-05-05 2017-03-31 13F CUMMINS COM 231021106 15,107 1,374 10.01 2,284 21.68 0.0326
2017-02-08 2016-12-31 13F CUMMINS COM 231021106 13,733 -570 -3.99 1,877 2.40 0.0280
2016-11-03 2016-09-30 13F CUMMINS COM 231021106 14,303 -550 -3.70 1,833 9.76 0.0285
2016-08-09 2016-06-30 13F CUMMINS COM 231021106 14,853 70 0.47 1,670 2.77 0.0264
2016-04-27 2016-03-31 13F CUMMINS COM 231021106 14,783 -1,639 -9.98 1,625 12.46 0.0270
2016-02-12 2015-12-31 13F CUMMINS COM 231021106 16,422 -602 -3.54 1,445 -21.85 0.0242
2015-11-10 2015-09-30 13F CUMMINS COM 231021106 17,024 105 0.62 1,849 -16.67 0.0318
2015-08-03 2015-06-30 13F CUMMINS COM 231021106 16,919 -439 -2.53 2,219 -7.81 0.0347
2015-05-06 2015-03-31 13F CUMMINS COM 231021106 17,358 -793 -4.37 2,407 -8.02 0.0374
2015-02-11 2014-12-31 13F CUMMINS COM 231021106 18,151 -97 -0.53 2,617 8.68 0.0414
2014-11-06 2014-09-30 13F CUMMINS COM 231021106 18,248 -2,197 -10.75 2,408 -23.65 0.0397
2014-08-05 2014-06-30 13F CUMMINS COM 231021106 20,445 873 4.46 3,154 8.16 0.0515
2014-05-09 2014-03-31 13F CUMMINS COM 231021106 19,572 134 0.69 2,916 6.42 0.0496
2014-02-14 2013-12-31 13F CUMMINS COM 231021106 19,438 188 0.98 2,740 7.11 0.0475
2013-11-05 2013-09-30 13F/A-1 CUMMINS COM 231021106 35,305 15,872 3,376 0.0609
2013-11-05 2013-09-30 13F/A-2 CUMMINS COM 231021106 19,250 -183 -0.94 2,558 21.35 0.0461
2013-11-04 2013-09-30 13F CUMMINS COM 231021106 35,305 3,376
2013-08-07 2013-06-30 13F CUMMINS COM 231021106 19,433 -1,107 -5.39 2,108 -11.39 0.0392
2013-08-08 2013-03-31 13F/A-1 CUMMINS COM 231021106 20,540 20,540 2,379 0.0464
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.