Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionCX Institutional
Latest Disclosed Ownership4,681 shares
Latest Disclosed Value $ 2,518
CX Institutional reports 1.72% decrease in ownership of CMI / Cummins Inc.

On April 6, 2026 - CX Institutional filed a 13F-HR form disclosing ownership of 4,681 shares of Cummins Inc. (MX:CMI) valued at $2,518 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 4,763 shares of Cummins Inc.. This represents a change in shares of -1.72% 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)
2026-04-06 2026-03-31 13F CUMMINS COM 231021106 4,681 -82 -1.72 3 0.00 0.0768
2026-02-02 2025-12-31 13F CUMMINS COM 231021106 4,763 -656 -12.11 2 0.00 0.0725
2025-10-23 2025-09-30 13F CUMMINS COM 231021106 5,419 3,441 173.96 2 0.0695
2025-07-16 2025-06-30 13F/A-1 CUMMINS COM 231021106 1,978 190 10.63 1 0.0226
2025-07-11 2025-06-30 13F CUMMINS COM 231021106 1,978 190 1 0.0225
2025-04-15 2025-03-31 13F CUMMINS COM 231021106 1,788 -14 -0.78 1 -100.00 0.0211
2025-01-21 2024-12-31 13F CUMMINS COM 231021106 1,802 198 12.34 628 21.00 0.0249
2024-10-11 2024-09-30 13F CUMMINS COM 231021106 1,604 -9,992 -86.17 519 -83.84 0.0231
2024-07-11 2024-06-30 13F CUMMINS COM 231021106 11,596 -434 -3.61 3,211 -9.40 0.1507
2024-04-15 2024-03-31 13F Cummins COM 231021106 12,030 10,315 601.46 3,545 764.39 0.1708
2024-01-12 2023-12-31 13F CUMMINS COM 231021106 1,715 136 8.61 411 13.89 0.0220
2023-10-18 2023-09-30 13F Cummins COM 231021106 1,579 -146 -8.46 361 -14.69 0.0199
2023-07-26 2023-06-30 13F CUMMINS INC COM COM 231021106 1,725 146 9.25 423 12.23 0.0219
2023-05-04 2023-03-31 13F CUMMINS COM 231021106 1,579 -6,573 -80.63 377 -80.96 0.0201
2023-02-03 2022-12-31 13F CUMMINS INC COM COM 231021106 8,152 577 7.62 1,975 28.08 0.1200
2022-11-04 2022-09-30 13F CUMMINS COM 231021106 7,575 1,430 23.27 1,542 29.58 0.1070
2022-08-02 2022-06-30 13F CUMMINS COM 231021106 6,145 3,766 158.30 1,190 143.85 0.0898
2022-05-09 2022-03-31 13F CUMMINS COM 231021106 2,379 2,379 488 0.0391
2022-01-18 2021-12-31 13F CUMMINS COM 231021106 0 -355 -100.00 0 -100.00
2021-11-10 2021-09-30 13F CUMMINS COM 231021106 355 -42 -10.58 80 -17.53 0.0065
2021-08-04 2021-06-30 13F CUMMINS COM 231021106 397 -85 -17.63 97 -22.40 0.0080
2021-04-15 2021-03-31 13F CUMMINS COM 231021106 482 -11,141 -95.85 125 -95.27 0.0112
2021-01-12 2020-12-31 13F CUMMINS COM 231021106 11,623 -3,278 -22.00 2,640 -16.08 0.2543
2020-10-13 2020-09-30 13F CUMMINS COM 231021106 14,901 14,669 6,322.84 3,146 7,765.00 0.3395
2020-08-06 2020-06-30 13F CUMMINS COM 231021106 232 -10,232 -97.78 40 -97.18 0.0053
2020-04-29 2020-03-31 13F CUMMINS COM 231021106 10,464 10,419 23,153.33 1,416 17,600.00 0.2310
2020-01-21 2019-12-31 13F CUMMINS COM 231021106 45 -6,206 -99.28 8 -99.21 0.0014
2019-10-10 2019-09-30 13F CUMMINS COM 231021106 6,251 -692 -9.97 1,017 -14.54 0.1644
2019-07-17 2019-06-30 13F CUMMINS COM 231021106 6,943 -6,161 -47.02 1,190 -42.48 0.1889
2019-04-03 2019-03-31 13F CUMMINS COM 231021106 13,104 13,104 2,069 0.3649
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.