Cummins Inc.
US ˙ NYSE ˙ US2310211063

SecurityCMI / Cummins Inc.
InstitutionCIBC Private Wealth Group, LLC
Latest Disclosed Ownership39,179 shares
Latest Disclosed Value $ 19,999,055
CIBC Private Wealth Group, LLC reports 1.38% increase in ownership of CMI / Cummins Inc.

On February 12, 2026 - CIBC Private Wealth Group, LLC filed a 13F-HR form disclosing ownership of 39,179 shares of Cummins Inc. (US:CMI) valued at $19,998,921 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 24, 2025 disclosing 38,646 shares of Cummins Inc.. This represents a change in shares of 1.38% during the quarter. The current value of the position is $25,514,148 USD.

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)
2026-02-12 2025-12-31 13F CUMMINS COM 231021106 39,179 533 1.38 19,999 22.52 0.0338
2025-11-24 2025-09-30 13F CUMMINS COM 231021106 38,646 -799 -2.03 16,323 26.36 0.0279
2025-08-12 2025-06-30 13F CUMMINS COM 231021106 39,445 130 0.33 12,918 23.02 0.0231
2025-05-14 2025-03-31 13F CUMMINS COM 231021106 39,315 415 1.07 10,502 -24.96 0.0222
2025-02-12 2024-12-31 13F CUMMINS COM 231021106 38,900 36 0.09 13,994 11.21 0.0254
2024-11-13 2024-09-30 13F CUMMINS COM 231021106 38,864 -350 -0.89 12,584 19.02 0.0226
2024-08-09 2024-06-30 13F CUMMINS COM 231021106 39,214 -436 -1.10 10,573 -9.47 0.0198
2024-05-10 2024-03-31 13F CUMMINS COM 231021106 39,650 -323 -0.81 11,678 21.95 0.0229
2024-02-13 2023-12-31 13F CUMMINS INC COM COM 231021106 39,973 1,169 3.01 9,576 8.02 0.0203
2023-11-13 2023-09-30 13F CUMMINS INC COM COM 231021106 38,804 -666 -1.69 8,865 -8.38 0.0210
2023-11-21 2023-06-30 13F/A-1 CUMMINS INC COM COM 231021106 39,470 7,401 23.08 9,676 26.32 0.0212
2023-08-10 2023-06-30 13F CUMMINS INC COM COM 231021106 39,470 7,401 9,676 0.0212
2023-11-21 2023-03-31 13F/A-1 CUMMINS INC COM COM 231021106 32,069 -266 -0.82 7,661 17.57 0.0170
2023-05-12 2023-03-31 13F CUMMINS INC COM COM 231021106 32,069 -266 7,661 0.0166
2023-06-01 2022-12-31 13F/A-2 CUMMINS INC COM COM 231021106 32,335 -482 -1.47 6,515 -2.47 0.0219
2023-02-14 2022-12-31 13F/A-1 CUMMINS INC COM COM 231021106 32,335 -482 7,834 0.0164
2023-02-13 2022-12-31 13F CUMMINS INC COM COM 231021106 59,136 26,319 14,328 0.0000
2022-11-15 2022-09-30 13F CUMMINS INC COM COM 231021106 32,817 -919 -2.72 6,680 2.30 0.0180
2022-08-03 2022-06-30 13F CUMMINS COM 231021106 33,736 -6 -0.02 6,530 -5.66 0.0170
2022-05-16 2022-03-31 13F CUMMINS COM 231021106 33,742 338 1.01 6,922 -5.01 0.0151
2022-04-04 2021-12-31 13F/A-1 CUMMINS COM 231021106 33,404 608 1.85 7,287 -1.06 0.0151
2022-02-08 2021-12-31 13F CUMMINS COM 231021106 33,404 608 7,287 0.0151
2021-11-12 2021-09-30 13F CUMMINS COM 231021106 32,796 392 1.21 7,365 -6.78 0.0171
2021-08-16 2021-06-30 13F CUMMINS COM 231021106 32,404 -835 -2.51 7,901 -8.26 0.0181
2021-05-12 2021-03-31 13F CUMMINS COM 231021106 33,239 684 2.10 8,612 16.47 0.0217
2021-02-12 2020-12-31 13F CUMMINS COM 231021106 32,555 -1,572 -4.61 7,394 2.61 0.0195
2020-11-03 2020-09-30 13F/A-1 CUMMINS COM 231021106 34,127 2,924 9.37 7,206 33.30 0.0221
2020-08-13 2020-06-30 13F CUMMINS INC COM Com 231021106 31,203 -3,610 -10.37 5,406 14.75 0.0263
2020-05-15 2020-03-31 13F CUMMINS COM 231021106 34,813 1,703 5.14 4,711 -20.49 0.0202
2020-01-30 2019-12-31 13F CUMMINS COM 231021106 33,110 224 0.68 5,925 10.77 0.0193
2019-10-16 2019-09-30 13F CUMMINS COM 231021106 32,886 224 0.69 5,349 -4.41 0.0188
2019-07-31 2019-06-30 13F CUMMINS COM 231021106 32,662 -1,366 -4.01 5,596 4.19 0.0196
2019-05-10 2019-03-31 13F CUMMINS COM 231021106 34,028 2,450 7.76 5,371 27.27 0.0207
2019-02-05 2018-12-31 13F CUMMINS COM 231021106 31,578 2,414 8.28 4,220 -0.89 0.0188
2018-11-14 2018-09-30 13F CUMMINS COM 231021106 29,164 3,611 14.13 4,258 25.27 0.0161
2018-08-02 2018-06-30 13F CUMMINS COM 231021106 25,553 -168 -0.65 3,399 -18.49 0.0139
2018-05-17 2018-03-31 13F CUMMINS COM 231021106 25,721 -16,636 -39.28 4,170 -44.27 0.0181
2018-02-12 2017-12-31 13F CUMMINS COM 231021106 42,357 13,255 45.55 7,482 53.01 0.0317
2017-12-21 2017-09-30 13F/A-1 CUMMINS INC COM COM 231021106 29,102 1,674 6.10 4,890 9.89 0.0223
2017-11-14 2017-09-30 13F CUMMINS INC COM COM 231021106 29,102 1,674 4,890
2017-08-09 2017-06-30 13F CUMMINS INC COM Com 231021106 27,428 1,657 6.43 4,450 14.19 0.0279
2017-05-10 2017-03-31 13F CUMMINS INC COM Com 231021106 25,771 43 0.17 3,897 10.80 0.0245
2017-02-13 2016-12-31 13F CUMMINS INC COM Com 231021106 25,728 303 1.19 3,517 7.92 0.0233
2016-11-09 2016-09-30 13F CUMMINS INC COM Com 231021106 25,425 -7,044 -21.69 3,259 -10.71 0.0226
2016-08-11 2016-06-30 13F CUMMINS INC COM Com 231021106 32,469 -697 -2.10 3,650 0.11 0.0266
2016-05-11 2016-03-31 13F CUMMINS INC COM Com 231021106 33,166 71 0.21 3,646 25.16 0.0282
2016-02-10 2015-12-31 13F CUMMINS INC COM Com 231021106 33,095 -1,937 -5.53 2,913 -23.42 0.0228
2015-11-12 2015-09-30 13F CUMMINS INC COM Com 231021106 35,032 852 2.49 3,804 -15.17 0.0313
2015-08-13 2015-06-30 13F CUMMINS INC COM Com 231021106 34,180 16 0.05 4,484 -5.32 0.0326
2015-05-11 2015-03-31 13F CUMMINS INC COM Com 231021106 34,164 120 0.35 4,736 -3.52 0.0350
2015-02-12 2014-12-31 13F CUMMINS INC COM Com 231021106 34,044 593 1.77 4,909 11.21 0.0376
2014-11-12 2014-09-30 13F CUMMINS INC COM Com 231021106 33,451 -38 -0.11 4,414 -14.57 0.0347
2014-08-13 2014-06-30 13F CUMMINS INC COM Com 231021106 33,489 -549 -1.61 5,167 1.65 0.0419
2014-05-14 2014-03-31 13F CUMMINS INC COM COM 231021106 34,038 34,038 5,083 0.0432
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.