Cummins Inc.
US ˙ NYSE ˙ US2310211063

SecurityCMI / Cummins Inc.
InstitutionSavant Capital, LLC
Latest Disclosed Ownership6,987 shares
Latest Disclosed Value $ 3,758,953
Savant Capital, LLC reports 14.39% increase in ownership of CMI / Cummins Inc.

On May 4, 2026 - Savant Capital, LLC filed a 13F-HR form disclosing ownership of 6,987 shares of Cummins Inc. (US:CMI) valued at $3,759,146 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 6,108 shares of Cummins Inc.. This represents a change in shares of 14.39% during the quarter. The current value of the position is $4,550,074 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)
2026-05-04 2026-03-31 13F CUMMINS COM 231021106 6,987 879 14.39 3,759 20.56 0.0182
2026-02-10 2025-12-31 13F CUMMINS COM 231021106 6,108 260 4.45 3,118 26.25 0.0177
2026-03-04 2025-09-30 13F/A-1 CUMMINS COM 231021106 5,848 280 5.03 2,470 35.44 0.0150
2025-11-05 2025-09-30 13F CUMMINS COM 231021106 23,398 834 9,882 0.0523
2026-03-04 2025-06-30 13F/A-1 CUMMINS COM 231021106 5,568 368 7.08 1,824 11.91 0.0131
2025-08-06 2025-06-30 13F CUMMINS COM 231021106 22,564 5,776 7,390 0.0458
2026-03-04 2025-03-31 13F/A-1 CUMMINS COM 231021106 5,200 -7,710 -59.72 1,630 -63.80 0.0138
2025-05-08 2025-03-31 13F CUMMINS COM 231021106 16,788 3,878 5,262 0.0382
2025-01-29 2024-12-31 13F CUMMINS COM 231021106 12,910 349 2.78 4,501 10.67 0.0354
2024-11-04 2024-09-30 13F CUMMINS COM 231021106 12,561 472 3.90 4,067 21.48 0.0338
2024-08-05 2024-06-30 13F CUMMINS COM 231021106 12,089 1,296 12.01 3,348 5.25 0.0335
2024-05-06 2024-03-31 13F CUMMINS COM 231021106 10,793 5,759 114.40 3,180 163.90 0.0365
2024-02-05 2023-12-31 13F CUMMINS COM 231021106 5,034 -69 -1.35 1,206 3.43 0.0155
2023-11-07 2023-09-30 13F CUMMINS COM 231021106 5,103 755 17.36 1,166 9.29 0.0174
2023-08-04 2023-06-30 13F CUMMINS COM 231021106 4,348 380 9.58 1,066 12.57 0.0167
2023-05-03 2023-03-31 13F CUMMINS COM 231021106 3,968 9 0.23 948 12.87 0.0177
2023-02-13 2022-12-31 13F/A-1 CUMMINS COM 231021106 3,959 497 14.36 839 19.01 0.0205
2023-02-07 2022-12-31 13F CUMMINS COM 231021106 3,959 497 839 0.0205
2022-10-31 2022-09-30 13F CUMMINS COM 231021106 3,462 -180 -4.94 705 0.00 0.0220
2022-07-22 2022-06-30 13F CUMMINS COM 231021106 3,642 287 8.55 705 2.47 0.0214
2022-05-05 2022-03-31 13F CUMMINS COM 231021106 3,355 -13 -0.39 688 -6.39 0.0225
2022-02-08 2021-12-31 13F CUMMINS COM 231021106 3,368 -93 -2.69 735 -5.41 0.0238
2021-11-12 2021-09-30 13F CUMMINS COM 231021106 3,461 663 23.70 777 13.93 0.0283
2021-08-04 2021-06-30 13F CUMMINS COM 231021106 2,798 -3 -0.11 682 -6.06 0.0275
2021-05-04 2021-03-31 13F CUMMINS COM 231021106 2,801 44 1.60 726 15.97 0.0389
2021-02-03 2020-12-31 13F CUMMINS COM 231021106 2,757 41 1.51 626 9.06 0.0364
2020-11-04 2020-09-30 13F CUMMINS COM 231021106 2,716 13 0.48 574 22.65 0.0393
2020-08-11 2020-06-30 13F CUMMINS COM 231021106 2,703 855 46.27 468 87.20 0.0354
2020-04-30 2020-03-31 13F CUMMINS COM 231021106 1,848 323 21.18 250 -8.42 0.0237
2020-01-31 2019-12-31 13F CUMMINS COM 231021106 1,525 0 0.00 273 10.08 0.0335
2019-11-12 2019-09-30 13F CUMMINS COM 231021106 1,525 0 0.00 248 -4.98 0.0344
2019-08-06 2019-06-30 13F CUMMINS COM 231021106 1,525 0 0.00 261 8.30 0.0368
2019-05-02 2019-03-31 13F CUMMINS COM 231021106 1,525 1,525 241 0.0452
2019-02-05 2018-12-31 13F CUMMINS COM 231021106 0 -1,530 -100.00 0 -100.00
2018-10-22 2018-09-30 13F CUMMINS COM 231021106 1,530 -50 -3.16 223 6.19 0.0400
2018-08-07 2018-06-30 13F CUMMINS COM 231021106 1,580 50 3.27 210 -15.32 0.0448
2018-04-27 2018-03-31 13F CUMMINS COM 231021106 1,530 0 0.00 248 -8.15 0.0523
2018-01-30 2017-12-31 13F CUMMINS COM 231021106 1,530 -200 -11.56 270 -7.22 0.0568
2017-10-31 2017-09-30 13F CUMMINS COM 231021106 1,730 0 0.00 291 3.56 0.0653
2017-08-03 2017-06-30 13F CUMMINS COM 231021106 1,730 0 0.00 281 7.25 0.0664
2017-05-09 2017-03-31 13F CUMMINS COM 231021106 1,730 -1 -0.06 262 10.55 0.0648
2017-01-11 2016-12-31 13F CUMMINS COM 231021106 1,731 16 0.93 237 7.73 0.0637
2016-10-28 2016-09-30 13F CUMMINS COM 231021106 1,715 1,715 220 0.0605
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.