Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionCincinnati Insurance Co
Latest Disclosed Ownership581,100 shares
Latest Disclosed Value $ 312,643,422
Cincinnati Insurance Co reports 4.17% decrease in ownership of CMI / Cummins Inc.

On May 11, 2026 - Cincinnati Insurance Co filed a 13F-HR form disclosing ownership of 581,100 shares of Cummins Inc. (MX:CMI) valued at $312,643,422 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 606,400 shares of Cummins Inc.. This represents a change in shares of -4.17% 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)
2026-05-11 2026-03-31 13F CUMMINS ORD COMMON 231021106 581,100 -25,300 -4.17 312,643 1.00 4.7244
2026-02-12 2025-12-31 13F CUMMINS ORD COMMON 231021106 606,400 0 0.00 309,537 20.85 4.7285
2025-11-06 2025-09-30 13F CUMMINS ORD COMMON 231021106 606,400 0 0.00 256,125 28.97 3.9671
2025-08-07 2025-06-30 13F CUMMINS ORD COMMON 231021106 606,400 0 0.00 198,596 4.49 3.3399
2025-05-08 2025-03-31 13F CUMMINS ORD COMMON 231021106 606,400 0 0.00 190,070 -10.09 3.3212
2025-02-12 2024-12-31 13F CUMMINS ORD COMMON 231021106 606,400 0 0.00 211,391 7.66 3.7349
2024-11-07 2024-09-30 13F CUMMINS ORD COMMON 231021106 606,400 0 0.00 196,346 16.92 3.2885
2024-08-08 2024-06-30 13F CUMMINS ORD COMMON 231021106 606,400 0 0.00 167,930 -6.01 2.7722
2024-05-03 2024-03-31 13F CUMMINS ORD COMMON 231021106 606,400 0 0.00 178,676 22.99 2.9354
2024-02-08 2023-12-31 13F CUMMINS ORD COMMON 231021106 606,400 0 0.00 145,275 4.86 2.6137
2023-11-03 2023-09-30 13F CUMMINS ORD COMMON 231021106 606,400 0 0.00 138,538 -6.81 2.7419
2023-08-08 2023-06-30 13F CUMMINS ORD COMMON 231021106 606,400 0 0.00 148,665 2.63 2.8276
2023-05-05 2023-03-31 13F CUMMINS ORD COMMON 231021106 606,400 0 0.00 144,857 -1.41 2.9017
2023-02-09 2022-12-31 13F CUMMINS ORD COMMON 231021106 606,400 0 0.00 146,925 19.06 2.9308
2022-11-08 2022-09-30 13F CUMMINS ORD COMMON 231021106 606,400 0 0.00 123,408 5.16 2.8268
2022-08-05 2022-06-30 13F CUMMINS ORD COMMON 231021106 606,400 0 0.00 117,357 -5.65 2.4853
2022-05-12 2022-03-31 13F CUMMINS ORD COMMON 231021106 606,400 0 0.00 124,379 -5.97 2.3796
2022-02-11 2021-12-31 13F CUMMINS ORD COMMON 231021106 606,400 0 0.00 132,280 -2.86 2.3860
2021-11-05 2021-09-30 13F CUMMINS ORD COMMON 231021106 606,400 0 0.00 136,173 -7.90 2.7721
2021-08-06 2021-06-30 13F CUMMINS ORD COMMON 231021106 606,400 0 0.00 147,846 -5.90 2.9875
2021-05-06 2021-03-31 13F CUMMINS ORD COMMON 231021106 606,400 0 0.00 157,124 14.10 3.3257
2021-02-12 2020-12-31 13F CUMMINS ORD COMMON 231021106 606,400 0 0.00 137,713 7.55 3.1125
2020-11-06 2020-09-30 13F CUMMINS ORD COMMON 231021106 606,400 0 0.00 128,047 21.87 3.2610
2020-08-06 2020-06-30 13F CUMMINS ORD COMMON 231021106 606,400 0 0.00 105,065 28.04 2.8099
2020-05-08 2020-03-31 13F CUMMINS ORD COMMON 231021106 606,400 0 0.00 82,058 -24.39 2.5520
2020-02-11 2019-12-31 13F CUMMINS ORD COMMON 231021106 606,400 0 0.00 108,521 10.01 2.6706
2019-11-05 2019-09-30 13F CUMMINS ORD COMMON 231021106 606,400 0 0.00 98,643 -5.06 2.5971
2019-08-07 2019-06-30 13F CUMMINS ORD COMMON 231021106 606,400 0 0.00 103,901 8.53 2.7773
2019-05-03 2019-03-31 13F CUMMINS ORD COMMON 231021106 606,400 -38,100 -5.91 95,732 11.15 2.6823
2019-02-11 2018-12-31 13F CUMMINS ORD COMMON 231021106 644,500 -22,000 -3.30 86,131 -11.53 2.6782
2018-11-06 2018-09-30 13F CUMMINS ORD COMMON 231021106 666,500 0 0.00 97,356 9.83 2.7275
2018-08-13 2018-06-30 13F CUMMINS ORD COMMON 231021106 666,500 0 0.00 88,645 -17.95 2.6495
2018-05-10 2018-03-31 13F CUMMINS COMMON 231021106 666,500 0 0.00 108,033 -8.24 3.2580
2018-02-13 2017-12-31 13F CUMMINS COMMON 231021106 666,500 0 0.00 117,731 5.12 3.3704
2017-11-03 2017-09-30 13F CUMMINS COMMON 231021106 666,500 0 0.00 111,992 3.58 3.3454
2017-08-08 2017-06-30 13F CUMMINS COMMON 231021106 666,500 0 0.00 108,120 7.29 3.3555
2017-05-08 2017-03-31 13F CUMMINS COMMON 231021106 666,500 0 0.00 100,775 10.63 3.1927
2017-02-15 2016-12-31 13F CUMMINS COMMON 231021106 666,500 0 0.00 91,091 6.65 2.9617
2016-11-07 2016-09-30 13F CUMMINS COMMON 231021106 666,500 0 0.00 85,412 13.97 2.7814
2016-08-09 2016-06-30 13F CUMMINS COMMON 231021106 666,500 0 0.00 74,941 2.27 2.4592
2016-05-06 2016-03-31 13F CUMMINS COMMON 231021106 666,500 117,000 21.29 73,275 51.52 2.5693
2016-02-09 2015-12-31 13F CUMMINS COMMON 231021106 549,500 549,500 0.00 48,361 1.7643
2015-11-10 2015-09-30 13F CUMMINS COMMON 231021106 0 0 0 0.0000
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.