Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionAtwater Malick LLC
Latest Disclosed Ownership20,601 shares
Latest Disclosed Value $ 11,083,994
Atwater Malick LLC reports 14.25% decrease in ownership of CMI / Cummins Inc.

On April 22, 2026 - Atwater Malick LLC filed a 13F-HR form disclosing ownership of 20,601 shares of Cummins Inc. (MX:CMI) valued at $11,083,994 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 24,025 shares of Cummins Inc.. This represents a change in shares of -14.25% 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)
2026-04-22 2026-03-31 13F CUMMINS COM 231021106 20,601 -3,424 -14.25 11,084 -9.62 2.9937
2026-01-23 2025-12-31 13F CUMMINS COM 231021106 24,025 -4,450 -15.63 12,264 1.97 3.3814
2025-10-23 2025-09-30 13F CUMMINS COM 231021106 28,475 -7,508 -20.87 12,027 2.05 3.4923
2025-07-21 2025-06-30 13F CUMMINS COM 231021106 35,983 -30 -0.08 11,784 4.40 3.7321
2025-04-11 2025-03-31 13F CUMMINS COM 231021106 36,013 320 0.90 11,288 -9.28 3.8188
2025-01-15 2024-12-31 13F CUMMINS COM 231021106 35,693 -391 -1.08 12,443 6.50 4.1685
2024-10-10 2024-09-30 13F CUMMINS COM 231021106 36,084 8 0.02 11,684 16.95 3.7601
2024-07-17 2024-06-30 13F CUMMINS COM 231021106 36,076 27 0.07 9,990 -5.94 3.4417
2024-04-16 2024-03-31 13F CUMMINS COM 231021106 36,049 335 0.94 10,622 24.14 3.7430
2024-01-11 2023-12-31 13F CUMMINS COM 231021106 35,714 689 1.97 8,556 6.94 3.3534
2023-10-17 2023-09-30 13F CUMMINS COM 231021106 35,025 279 0.80 8,002 -6.07 3.5221
2023-07-17 2023-06-30 13F CUMMINS COM 231021106 34,746 878 2.59 8,518 5.29 3.6390
2023-04-19 2023-03-31 13F CUMMINS COM 231021106 33,868 381 1.14 8,090 -0.28 3.7938
2023-02-14 2022-12-31 13F CUMMINS COM 231021106 33,487 474 1.44 8,114 20.77 3.9977
2022-11-02 2022-09-30 13F CUMMINS COM 231021106 33,013 516 1.59 6,718 6.82 3.7537
2022-07-21 2022-06-30 13F CUMMINS COM 231021106 32,497 976 3.10 6,289 -2.72 3.3087
2022-04-08 2022-03-31 13F CUMMINS COM 231021106 31,521 1,368 4.54 6,465 -1.70 3.1218
2022-01-21 2021-12-31 13F CUMMINS COM 231021106 30,153 837 2.86 6,577 -0.09 3.0537
2021-10-14 2021-09-30 13F CUMMINS COM 231021106 29,316 915 3.22 6,583 -4.92 3.4784
2021-07-26 2021-06-30 13F CUMMINS COM 231021106 28,401 696 2.51 6,924 -3.55 3.8300
2021-05-21 2021-03-31 13F CUMMINS COM 231021106 27,705 -1,077 -3.74 7,179 9.84 4.4087
2021-01-20 2020-12-31 13F CUMMINS COM 231021106 28,782 319 1.12 6,536 8.75 4.1080
2020-10-13 2020-09-30 13F CUMMINS COM 231021106 28,463 385 1.37 6,010 23.54 4.2086
2020-07-23 2020-06-30 13F CUMMINS COM 231021106 28,078 726 2.65 4,865 31.45 3.8292
2020-04-24 2020-03-31 13F CUMMINS COM 231021106 27,352 837 3.16 3,701 -22.00 3.5538
2020-01-07 2019-12-31 13F CUMMINS COM 231021106 26,515 804 3.13 4,745 13.46 3.7721
2019-10-15 2019-09-30 13F CUMMINS COM 231021106 25,711 1,244 5.08 4,182 -0.24 3.5128
2019-07-11 2019-06-30 13F CUMMINS COM 231021106 24,467 177 0.73 4,192 9.31 3.8460
2019-04-12 2019-03-31 13F CUMMINS COM 231021106 24,290 1,382 6.03 3,835 25.29 3.7520
2019-03-21 2018-12-31 13F CUMMINS COM 231021106 22,908 22,908 3,061 3.4255
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.