Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionWhitener Capital Management, Inc.
Latest Disclosed Ownership5,199 shares
Latest Disclosed Value $ 2,797,166
Whitener Capital Management, Inc. reports 0.76% increase in ownership of CMI / Cummins Inc.

On April 16, 2026 - Whitener Capital Management, Inc. filed a 13F-HR form disclosing ownership of 5,199 shares of Cummins Inc. (MX:CMI) valued at $2,797,166 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 5,160 shares of Cummins Inc.. This represents a change in shares of 0.76% 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 5,199 39 0.76 2,797 6.23 0.6380
2026-01-23 2025-12-31 13F CUMMINS COM 231021106 5,160 101 2.00 2,634 23.27 0.5994
2025-10-15 2025-09-30 13F CUMMINS COM 231021106 5,059 42 0.84 2,137 30.01 0.5116
2025-07-14 2025-06-30 13F CUMMINS COM 231021106 5,017 239 5.00 1,643 9.75 0.4352
2025-05-01 2025-03-31 13F CUMMINS COM 231021106 4,778 1 0.02 1,498 -10.09 0.4238
2025-01-15 2024-12-31 13F CUMMINS COM 231021106 4,777 -142 -2.89 1,665 4.59 0.4666
2024-10-29 2024-09-30 13F CUMMINS COM 231021106 4,919 288 6.22 1,593 24.18 0.4517
2024-07-17 2024-06-30 13F CUMMINS COM 231021106 4,631 305 7.05 1,282 0.63 0.3884
2024-04-16 2024-03-31 13F CUMMINS COM 231021106 4,326 162 3.89 1,275 27.78 0.4172
2024-01-10 2023-12-31 13F CUMMINS COM 231021106 4,164 -267 -6.03 998 -1.48 0.3610
2023-11-02 2023-09-30 13F CUMMINS COM 231021106 4,431 -50 -1.12 1,012 -7.83 0.4054
2023-07-13 2023-06-30 13F CUMMINS COM 231021106 4,481 156 3.61 1,099 6.29 0.4214
2023-04-12 2023-03-31 13F CUMMINS COM 231021106 4,325 120 2.85 1,033 1.47 0.4318
2023-03-01 2022-12-31 13F CUMMINS COM 231021106 4,205 335 8.66 1,019 29.35 0.4450
2022-10-28 2022-09-30 13F Cummins COM 231021106 3,870 -5 -0.13 787 5.07 0.3721
2022-08-09 2022-06-30 13F Cummins COM 231021106 3,875 110 2.92 749 -2.98 0.3376
2022-05-11 2022-03-31 13F Cummins COM 231021106 3,765 145 4.01 772 -2.15 0.2900
2022-02-14 2021-12-31 13F/A-1 Cummins COM 231021106 3,620 1,186 48.73 789 42.93 0.2820
2021-11-12 2021-09-30 13F Cummins COM 231021106 2,434 -536 -18.05 552 -23.76 0.2540
2021-08-12 2021-06-30 13F Cummins COM 231021106 2,970 86 2.98 724 -3.08 0.2883
2021-05-11 2021-03-31 13F Cummins COM 231021106 2,884 450 18.49 747 35.33 0.3238
2021-02-08 2020-12-31 13F Cummins COM 231021106 2,434 209 9.39 552 17.70 0.2527
2020-10-09 2020-09-30 13F Cummins COM 231021106 2,225 575 34.85 469 64.56 0.2259
2020-07-17 2020-06-30 13F Cummins COM 231021106 1,650 100 6.45 285 36.36 0.1483
2020-04-24 2020-03-31 13F Cummins COM 231021106 1,550 -1,300 -45.61 209 -59.02 0.1352
2020-02-12 2019-12-31 13F Cummins COM 231021106 2,850 0 0.00 510 10.15 0.2645
2019-11-07 2019-09-30 13F Cummins COM 231021106 2,850 0 0.00 463 -5.12 0.2541
2019-08-02 2019-06-30 13F Cummins COM 231021106 2,850 50 1.79 488 10.41 0.2776
2019-05-02 2019-03-31 13F Cummins COM 231021106 2,800 75 2.75 442 21.43 0.2892
2019-02-05 2018-12-31 13F Cummins COM 231021106 2,725 0 0.00 364 -8.54 0.2681
2018-11-07 2018-09-30 13F Cummins COM 231021106 2,725 0 0.00 398 9.94 0.2612
2018-08-08 2018-06-30 13F Cummins COM 231021106 2,725 0 0.00 362 -17.91 0.2843
2018-04-23 2018-03-31 13F Cummins COM 231021106 2,725 900 49.32 441 36.96 0.3373
2018-04-23 2017-12-31 13F CUMMINS INC COM COM 231021106 1,825 1,825 322 0.2769
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.