Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionDakota Wealth Management
Latest Disclosed Ownership34,462 shares
Latest Disclosed Value $ 18,541,321
Dakota Wealth Management reports 80.53% increase in ownership of CMI / Cummins Inc.

On May 7, 2026 - Dakota Wealth Management filed a 13F-HR form disclosing ownership of 34,462 shares of Cummins Inc. (MX:CMI) valued at $18,541,321 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 19,089 shares of Cummins Inc.. This represents a change in shares of 80.53% 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)
2026-05-07 2026-03-31 13F CUMMINS COM 231021106 34,462 15,373 80.53 18,541 90.30 0.4012
2026-01-13 2025-12-31 13F CUMMINS COM 231021106 19,089 472 2.54 9,744 23.91 0.1729
2025-11-10 2025-09-30 13F CUMMINS COM 231021106 18,617 -734 -3.79 7,863 24.08 0.1585
2025-07-16 2025-06-30 13F CUMMINS COM 231021106 19,351 -27,630 -58.81 6,337 -56.96 0.1334
2025-05-02 2025-03-31 13F CUMMINS COM 231021106 46,981 7,496 18.98 14,726 6.98 0.3444
2025-01-17 2024-12-31 13F CUMMINS COM 231021106 39,485 3,310 9.15 13,764 17.51 0.3165
2024-10-23 2024-09-30 13F CUMMINS COM 231021106 36,175 13,625 60.42 11,713 87.59 0.2647
2024-07-22 2024-06-30 13F CUMMINS COM 231021106 22,550 81 0.36 6,245 -5.68 0.1468
2024-04-24 2024-03-31 13F CUMMINS COM 231021106 22,469 9,022 67.09 6,621 105.53 0.1644
2024-01-30 2023-12-31 13F CUMMINS COM 231021106 13,447 1 0.01 3,222 4.88 0.1251
2023-10-24 2023-09-30 13F CUMMINS COM 231021106 13,446 706 5.54 3,072 -1.67 0.1356
2023-07-31 2023-06-30 13F CUMMINS COM 231021106 12,740 9,615 307.68 3,123 318.63 0.1470
2023-04-14 2023-03-31 13F CUMMINS COM 231021106 3,125 1,050 50.60 746 48.61 0.0498
2023-02-08 2022-12-31 13F CUMMINS COM 231021106 2,075 248 13.57 503 34.95 0.0356
2022-11-10 2022-09-30 13F CUMMINS COM 231021106 1,827 661 56.69 372 64.60 0.0301
2022-08-05 2022-06-30 13F CUMMINS COM 231021106 1,166 -36 -3.00 226 -8.50 0.0208
2022-05-13 2022-03-31 13F CUMMINS COM 231021106 1,202 1,202 247 0.0200
2020-11-04 2020-09-30 13F CUMMINS COM 231021106 0 -3,329 -100.00 0 -100.00
2020-08-07 2020-06-30 13F CUMMINS COM 231021106 3,329 3,329 577 0.0987
2019-11-14 2019-09-30 13F CUMMINS COM 231021106 0 -9,189 -100.00 0 -100.00
2019-08-07 2019-06-30 13F CUMMINS COM 231021106 9,189 393 4.47 1,575 13.39 0.3014
2019-04-29 2019-03-31 13F/A-1 CUMMINS COM 231021106 8,796 8,796 1,389 0.2763
2018-11-07 2018-09-30 13F CUMMINS COM 231021106 0 -3,007 -100.00 0 -100.00
2018-08-09 2018-06-30 13F CUMMINS COM 231021106 3,007 3,007 400 0.1112
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.