Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionTruvestments Capital Llc
Latest Disclosed Ownership3,771 shares
Latest Disclosed Value $ 2,029,127
Truvestments Capital Llc reports 1.18% increase in ownership of CMI / Cummins Inc.

On May 13, 2026 - Truvestments Capital Llc filed a 13F-HR form disclosing ownership of 3,771 shares of Cummins Inc. (MX:CMI) valued at $2,029,127 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,727 shares of Cummins Inc.. This represents a change in shares of 1.18% 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)
2026-05-13 2026-03-31 13F CUMMINS COM 231021106 3,771 44 1.18 2,029 6.68 0.3659
2026-02-13 2025-12-31 13F CUMMINS COM 231021106 3,727 45 1.22 1,902 22.32 0.3457
2025-11-14 2025-09-30 13F CUMMINS COM 231021106 3,682 157 4.45 1,555 34.75 0.2810
2025-08-13 2025-06-30 13F CUMMINS COM 231021106 3,525 196 5.89 1,154 10.64 0.2309
2025-05-14 2025-03-31 13F CUMMINS COM 231021106 3,329 545 19.58 1,043 7.53 0.2266
2025-02-10 2024-12-31 13F CUMMINS COM 231021106 2,784 577 26.14 970 35.85 0.2498
2024-11-13 2024-09-30 13F CUMMINS COM 231021106 2,207 227 11.46 715 30.29 0.1916
2024-08-14 2024-06-30 13F CUMMINS COM 231021106 1,980 349 21.40 548 14.17 0.2185
2024-05-14 2024-03-31 13F CUMMINS COM 231021106 1,631 1,397 597.01 480 757.14 0.1849
2024-02-14 2023-12-31 13F CUMMINS COM 231021106 234 -55 -19.03 56 -15.15 0.0253
2023-11-13 2023-09-30 13F CUMMINS COM 231021106 289 -10 -3.34 66 -9.59 0.0344
2023-08-10 2023-06-30 13F CUMMINS COM 231021106 299 1 0.34 73 2.82 0.0365
2023-05-12 2023-03-31 13F CUMMINS COM 231021106 298 -452 -60.27 71 -60.77 0.0380
2023-02-14 2022-12-31 13F CUMMINS COM 231021106 750 -2,071 -73.41 182 -68.47 0.1025
2022-11-15 2022-09-30 13F CUMMINS COM 231021106 2,821 740 35.56 574 42.43 0.3620
2022-08-09 2022-06-30 13F CUMMINS COM 231021106 2,081 1,020 96.14 403 84.86 0.2359
2022-05-02 2022-03-31 13F CUMMINS COM 231021106 1,061 1,056 21,120.00 218 21,700.00 0.1196
2022-02-14 2021-12-31 13F CUMMINS COM 231021106 5 0 0.00 1 0.00 0.0005
2021-10-29 2021-09-30 13F CUMMINS COM 231021106 5 0 0.00 1 0.00 0.0006
2021-08-12 2021-06-30 13F CUMMINS COM 231021106 5 0 0.00 1 0.00 0.0005
2021-05-18 2021-03-31 13F CUMMINS COM 231021106 5 0 0.00 1 0.00 0.0006
2021-02-17 2020-12-31 13F CUMMINS COM 231021106 5 5 1 0.0007
2020-11-13 2020-09-30 13F CUMMINS COM 231021106 0 -5 -100.00 0 0.0000
2020-08-06 2020-06-30 13F CUMMINS COM 231021106 5 1 25.00 0 0.0000
2020-05-07 2020-03-31 13F CUMMINS INC COM COM 231021106 4 4 0 0.0000
2020-01-29 2019-12-31 13F CUMMINS COM 231021106 0 -478 -100.00 0 -100.00
2019-10-10 2019-09-30 13F CUMMINS COM 231021106 478 0 0.00 78 -4.88 0.0508
2019-07-15 2019-06-30 13F CUMMINS COM 231021106 478 0 0.00 82 7.89 0.0552
2019-04-12 2019-03-31 13F CUMMINS COM 231021106 478 -2,792 -85.38 76 -84.10 0.0583
2018-10-22 2018-09-30 13F CUMMINS COM 231021106 3,270 135 4.31 478 14.63 0.2298
2018-08-28 2018-06-30 13F CUMMINS COM 231021106 3,135 3,135 417 0.2618
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.