Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionSkyOak Wealth, LLC
Latest Disclosed Ownership2,000 shares
Latest Disclosed Value $ 1,076,040
SkyOak Wealth, LLC reports 11.11% increase in ownership of CMI / Cummins Inc.

On April 30, 2026 - SkyOak Wealth, LLC filed a 13F-HR form disclosing ownership of 2,000 shares of Cummins Inc. (MX:CMI) valued at $1,076,040 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 1,800 shares of Cummins Inc.. This represents a change in shares of 11.11% 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)
2026-04-30 2026-03-31 13F CUMMINS COM 231021106 2,000 200 11.11 1,076 17.21 0.1971
2026-02-05 2025-12-31 13F CUMMINS COM 231021106 1,800 0 0.00 919 20.79 0.1653
2025-10-23 2025-09-30 13F CUMMINS COM 231021106 1,800 0 0.00 760 29.03 0.1436
2025-07-30 2025-06-30 13F CUMMINS COM 231021106 1,800 0 0.00 590 4.43 0.1185
2025-05-01 2025-03-31 13F CUMMINS COM 231021106 1,800 0 0.00 564 -10.05 0.1236
2025-01-24 2024-12-31 13F CUMMINS COM 231021106 1,800 0 0.00 627 7.73 0.1342
2024-11-04 2024-09-30 13F CUMMINS COM 231021106 1,800 0 0.00 583 16.87 0.1290
2024-08-12 2024-06-30 13F CUMMINS COM 231021106 1,800 300 20.00 498 12.93 0.1163
2024-04-29 2024-03-31 13F CUMMINS COM 231021106 1,500 0 0.00 442 22.84 0.1058
2024-01-12 2023-12-31 13F CUMMINS COM 231021106 1,500 0 0.00 359 4.97 0.0935
2023-10-24 2023-09-30 13F CUMMINS COM 231021106 1,500 1,500 343 0.1002
2020-05-04 2020-03-31 13F CUMMINS COM 231021106 0 -2,811 -100.00 0 -100.00
2020-02-04 2019-12-31 13F CUMMINS COM 231021106 2,811 2,811 503 0.1559
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.