Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionMorse Asset Management, Inc
Latest Disclosed Ownership1,494 shares
Latest Disclosed Value $ 803,802
Morse Asset Management, Inc reports 0.40% increase in ownership of CMI / Cummins Inc.

On May 14, 2026 - Morse Asset Management, Inc filed a 13F-HR form disclosing ownership of 1,494 shares of Cummins Inc. (MX:CMI) valued at $803,802 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 1,488 shares of Cummins Inc.. This represents a change in shares of 0.40% 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)
2026-05-14 2026-03-31 13F CUMMINS INC COM Stock 231021106 1,494 6 0.40 804 5.80 0.1671
2026-02-03 2025-12-31 13F CUMMINS INC COM Stock 231021106 1,488 99 7.13 760 29.52 0.1518
2025-11-14 2025-09-30 13F CUMMINS INC COM Stock 231021106 1,389 311 28.85 587 66.01 0.1171
2025-08-15 2025-06-30 13F CUMMINS INC COM Stock 231021106 1,078 -5,567 -83.78 353 -83.05 0.0774
2025-05-05 2025-03-31 13F CUMMINS INC COM Stock 231021106 6,645 2,844 74.82 2,083 57.13 0.5257
2025-02-14 2024-12-31 13F CUMMINS INC COM Stock 231021106 3,801 0 0.00 1,325 7.72 0.3027
2024-11-20 2024-09-30 13F/A-1 CUMMINS INC COM Stock 231021106 3,801 -20 -0.52 1,231 122,900.00 0.2656
2024-11-14 2024-09-30 13F CUMMINS INC COM Stock 231021106 3,801 -20 1 0.2652
2024-08-14 2024-06-30 13F Cummins COM 231021106 3,821 454 13.48 1 0.2566
2024-05-15 2024-03-31 13F Cummins COM 231021106 3,367 100 3.06 1 0.2531
2024-02-15 2023-12-31 13F Cummins COM 231021106 3,267 -122 -3.60 1 0.2305
2023-11-13 2023-09-30 13F Cummins COM 231021106 3,389 -717 -17.46 1 -100.00 0.2449
2023-08-14 2023-06-30 13F Cummins COM 231021106 4,106 -1,834 -30.88 1 0.00 0.3063
2023-05-03 2023-03-31 13F Cummins COM 231021106 5,940 212 3.70 1 0.00 0.4795
2023-02-08 2022-12-31 13F Cummins COM 231021106 5,728 1,683 41.61 1 -99.88 0.5042
2022-11-14 2022-09-30 13F Cummins COM 231021106 4,045 1,820 81.80 823 90.95 0.3107
2022-08-11 2022-06-30 13F Cummins COM 231021106 2,225 0 0.00 431 -5.48 0.1383
2022-05-12 2022-03-31 13F Cummins COM 231021106 2,225 0 0.00 456 -5.98 0.1134
2022-02-14 2021-12-31 13F Cummins COM 231021106 2,225 -2,497 -52.88 485 -54.25 0.1083
2021-11-09 2021-09-30 13F Cummins COM 231021106 4,722 -5,845 -55.31 1,060 -58.85 0.2524
2021-08-13 2021-06-30 13F Cummins COM 231021106 10,567 -812 -7.14 2,576 -12.62 0.6225
2021-05-13 2021-03-31 13F/A-1 Cummins COM 231021106 11,379 2,359 26.15 2,948 43.95 0.7564
2021-05-13 2021-03-31 13F Cummins COM 231021106 11,379 2,359 2,948 0.7564
2021-02-11 2020-12-31 13F Cummins COM 231021106 9,020 1,875 26.24 2,048 35.72 0.5679
2020-11-09 2020-09-30 13F Cummins COM 231021106 7,145 2,535 54.99 1,509 88.86 0.4838
2020-08-14 2020-06-30 13F Cummins COM 231021106 4,610 2,160 88.16 799 140.66 0.2846
2020-05-01 2020-03-31 13F Cummins COM 231021106 2,450 -23,358 -90.51 332 -92.81 0.1585
2020-01-31 2019-12-31 13F Cummins COM 231021106 25,808 -515 -1.96 4,619 7.87 1.5838
2019-11-05 2019-09-30 13F Cummins COM 231021106 26,323 -8,828 -25.11 4,282 -28.91 1.6005
2019-08-01 2019-06-30 13F Cummins COM 231021106 35,151 -334 -0.94 6,023 7.52 1.7738
2019-05-02 2019-03-31 13F Cummins COM 231021106 35,485 243 0.69 5,602 18.94 1.6795
2019-02-13 2018-12-31 13F Cummins COM 231021106 35,242 810 2.35 4,710 -6.34 1.6724
2018-11-01 2018-09-30 13F Cummins COM 231021106 34,432 12,064 53.93 5,029 69.04 1.3253
2018-08-15 2018-06-30 13F Cummins COM 231021106 22,368 -11,590 -34.13 2,975 -45.95 0.8153
2018-05-02 2018-03-31 13F Cummins COM 231021106 33,958 -2,045 -5.68 5,504 -13.46 1.5243
2018-01-29 2017-12-31 13F Cummins COM 231021106 36,003 70 0.19 6,360 5.33 1.7698
2017-10-31 2017-09-30 13F Cummins COM 231021106 35,933 73 0.20 6,038 3.80 1.7991
2017-08-01 2017-06-30 13F Cummins COM 231021106 35,860 5,410 17.77 5,817 26.35 1.8941
2017-05-04 2017-03-31 13F Cummins COM 231021106 30,450 30,450 4,604 1.5709
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.