Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionFortem Financial Group, Llc
Latest Disclosed Ownership7,664 shares
Latest Disclosed Value $ 4,123,176
Fortem Financial Group, Llc reports 8.96% increase in ownership of CMI / Cummins Inc.

On April 16, 2026 - Fortem Financial Group, Llc filed a 13F-HR form disclosing ownership of 7,664 shares of Cummins Inc. (MX:CMI) valued at $4,123,176 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 7,034 shares of Cummins Inc.. This represents a change in shares of 8.96% 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)
2026-04-16 2026-03-31 13F CUMMINS COM 231021106 7,664 630 8.96 4,123 14.85 1.0346
2026-02-04 2025-12-31 13F CUMMINS COM 231021106 7,034 404 6.09 3,590 28.21 0.9598
2025-11-04 2025-09-30 13F CUMMINS COM 231021106 6,630 552 9.08 2,800 40.70 0.8042
2025-08-12 2025-06-30 13F CUMMINS COM 231021106 6,078 1,677 38.10 1,990 44.31 0.6418
2025-05-01 2025-03-31 13F CUMMINS COM 231021106 4,401 1,290 41.47 1,379 27.21 0.5366
2025-01-06 2024-12-31 13F CUMMINS COM 231021106 3,111 -64 -2.02 1,084 5.55 0.4201
2024-11-18 2024-09-30 13F/A-1 CUMMINS COM 231021106 3,175 2,266 249.28 1,028 309.16 0.4180
2024-11-13 2024-09-30 13F CUMMINS COM 231021106 3,175 2,266 1,028 0.4180
2024-08-02 2024-06-30 13F CUMMINS COM 231021106 909 -218 -19.34 252 -24.17 0.1083
2024-05-01 2024-03-31 13F CUMMINS COM 231021106 1,127 62 5.82 332 29.80 0.1457
2024-02-13 2023-12-31 13F/A-1 CUMMINS COM 231021106 1,065 -199 -15.74 255 -11.46 0.1270
2024-01-25 2023-12-31 13F CUMMINS COM 231021106 1,065 -199 255 0.1270
2023-10-10 2023-09-30 13F CUMMINS COM 231021106 1,264 198 18.57 289 10.34 0.1693
2023-07-18 2023-06-30 13F CUMMINS COM 231021106 1,066 163 18.05 261 21.40 0.1549
2023-04-21 2023-03-31 13F CUMMINS COM 231021106 903 76 9.19 216 7.50 0.1406
2023-01-17 2022-12-31 13F CUMMINS COM 231021106 827 827 200 0.1175
2022-07-25 2022-06-30 13F CUMMINS COM 231021106 0 -1,561 -100.00 0 -100.00
2022-04-27 2022-03-31 13F CUMMINS COM 231021106 1,561 -589 -27.40 320 -31.77 0.1401
2022-01-20 2021-12-31 13F CUMMINS COM 231021106 2,150 -327 -13.20 469 -15.65 0.2139
2021-10-15 2021-09-30 13F CUMMINS COM 231021106 2,477 -16 -0.64 556 -8.55 0.2818
2021-07-14 2021-06-30 13F CUMMINS COM 231021106 2,493 76 3.14 608 -2.88 0.3082
2021-04-20 2021-03-31 13F CUMMINS COM 231021106 2,417 173 7.71 626 22.75 0.3625
2021-01-29 2020-12-31 13F CUMMINS COM 231021106 2,244 -100 -4.27 510 3.03 0.3055
2020-10-15 2020-09-30 13F CUMMINS COM 231021106 2,344 -3,700 -61.22 495 -52.72 0.3582
2020-07-14 2020-06-30 13F CUMMINS COM 231021106 6,044 113 1.91 1,047 30.39 0.8086
2020-04-23 2020-03-31 13F CUMMINS COM 231021106 5,931 -977 -14.14 803 -35.03 0.7317
2020-02-11 2019-12-31 13F CUMMINS COM 231021106 6,908 289 4.37 1,236 14.76 0.9167
2019-11-12 2019-09-30 13F CUMMINS COM 231021106 6,619 5,096 334.60 1,077 312.64 0.9183
2019-08-09 2019-06-30 13F CUMMINS COM 231021106 1,523 219 16.79 261 26.70 0.2624
2019-05-13 2019-03-31 13F CUMMINS COM 231021106 1,304 1,304 206 0.2139
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.