Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionVerity & Verity, LLC
Latest Disclosed Ownership34,936 shares
Latest Disclosed Value $ 18,796,267
Verity & Verity, LLC reports 2.22% decrease in ownership of CMI / Cummins Inc.

On April 15, 2026 - Verity & Verity, LLC filed a 13F-HR form disclosing ownership of 34,936 shares of Cummins Inc. (MX:CMI) valued at $18,796,267 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 35,731 shares of Cummins Inc.. This represents a change in shares of -2.22% 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)
2026-04-15 2026-03-31 13F CUMMINS COM 231021106 34,936 -795 -2.22 18,796 3.06 1.3803
2026-02-10 2025-12-31 13F CUMMINS COM 231021106 35,731 -450 -1.24 18,239 19.35 1.4163
2025-10-21 2025-09-30 13F CUMMINS COM 231021106 36,181 1,177 3.36 15,282 33.31 1.2231
2025-08-12 2025-06-30 13F CUMMINS COM 231021106 35,004 -589 -1.65 11,464 2.75 0.9854
2025-04-16 2025-03-31 13F CUMMINS COM 231021106 35,593 401 1.14 11,156 -9.06 0.9797
2025-01-15 2024-12-31 13F CUMMINS COM 231021106 35,192 552 1.59 12,268 9.37 1.1195
2024-11-07 2024-09-30 13F CUMMINS COM 231021106 34,640 357 1.04 11,216 18.15 1.0989
2024-11-07 2024-06-30 13F/A-2 CUMMINS COM 231021106 34,283 76 0.22 9,494 -5.81 1.0346
2024-09-16 2024-06-30 13F/A-1 CUMMINS COM 231021106 32,537 -1,670 9,010 1.0296
2024-08-08 2024-06-30 13F CUMMINS COM 231021106 33,468 992 9,268 1.0300
2024-11-07 2024-03-31 13F/A-2 CUMMINS COM 231021106 34,207 -2,059 -5.68 10,079 16.01 1.1224
2024-09-16 2024-03-31 13F/A-1 CUMMINS COM 231021106 32,476 -3,790 9,569 1.1180
2024-11-07 2023-12-31 13F/A-1 CUMMINS COM 231021106 36,266 143 0.40 8,688 5.28 0.9958
2024-02-12 2023-12-31 13F CUMMINS COM 231021106 35,451 -672 8,493 0.9926
2024-11-07 2023-09-30 13F/A-1 CUMMINS COM 231021106 36,123 -255 -0.70 8,253 -7.47 1.0338
2023-10-19 2023-09-30 13F CUMMINS COM 231021106 35,164 -1,214 7,874 1.0024
2024-11-07 2023-06-30 13F/A-1 CUMMINS COM 231021106 36,378 43 0.12 8,918 2.75 1.0940
2023-07-10 2023-06-30 13F CUMMINS COM 231021106 35,588 -747 8,725 1.0913
2024-11-07 2023-03-31 13F/A-2 CUMMINS COM 231021106 36,335 1,062 3.01 8,680 1.56 1.1083
2024-05-02 2023-03-31 13F/A-1 CUMMINS COM 231021106 35,545 272 8,491 1.1061
2023-04-03 2023-03-31 13F CUMMINS COM 231021106 35,545 272 8,491 1.1061
2023-01-11 2022-12-31 13F CUMMINS COM 231021106 35,273 3,575 11.28 8,546 32.48 1.1155
2022-10-24 2022-09-30 13F CUMMINS COM 231021106 31,698 1,255 4.12 6,451 9.49 1.0384
2022-08-18 2022-06-30 13F CUMMINS COM 231021106 30,443 1,371 4.72 5,892 -1.19 0.9021
2022-05-03 2022-03-31 13F CUMMINS COM 231021106 29,072 12,224 72.55 5,963 62.26 0.8262
2022-02-01 2021-12-31 13F CUMMINS COM 231021106 16,848 465 2.84 3,675 -4.74 0.5251
2021-11-04 2021-09-30 13F CUMMINS COM 231021106 16,383 1,038 6.76 3,858 3.13 0.5773
2021-09-20 2021-06-30 13F CUMMINS COM 231021106 15,345 -35 -0.23 3,741 4.38 0.5910
2021-06-21 2021-03-31 13F CUMMINS COM 231021106 15,380 624 4.23 3,584 2.63 0.5799
2021-01-12 2020-12-31 13F CUMMINS COM 231021106 14,756 1,440 10.81 3,492 20.37 0.6598
2020-10-06 2020-09-30 13F CUMMINS COM 231021106 13,316 -97 -0.72 2,901 24.03 0.6381
2020-07-14 2020-06-30 13F CUMMINS COM 231021106 13,413 36 0.27 2,339 29.23 0.5575
2020-04-09 2020-03-31 13F CUMMINS COM 231021106 13,377 -3,483 -20.66 1,810 -40.01 0.5101
2020-01-08 2019-12-31 13F CUMMINS COM 231021106 16,860 -8,229 -32.80 3,017 -22.42 0.5855
2019-10-11 2019-09-30 13F CUMMINS COM 231021106 25,089 -3,735 -12.96 3,889 -21.26 0.8231
2019-07-17 2019-06-30 13F CUMMINS COM 231021106 28,824 680 2.42 4,939 11.16 1.0734
2019-04-29 2019-03-31 13F CUMMINS COM 231021106 28,144 2,129 8.18 4,443 27.78 1.0196
2019-01-16 2018-12-31 13F CUMMINS COM 231021106 26,015 3,455 15.31 3,477 5.52 0.9302
2018-10-16 2018-09-30 13F CUMMINS COM 231021106 22,560 2,706 13.63 3,295 24.81 0.7943
2018-07-20 2018-06-30 13F/A-1 CUMMINS COM 231021106 19,854 7,056 55.13 2,640 27.29 0.6852
2018-07-20 2018-06-30 13F CUMMINS COM 231021106 12,798 0 2,074
2018-04-25 2018-03-31 13F CUMMINS COM 231021106 12,798 760 6.31 2,074 -2.45 0.5580
2018-02-14 2017-12-31 13F/A-1 CUMMINS COM 231021106 12,038 1,281 11.91 2,126 17.65 0.5718
2018-02-09 2017-12-31 13F CUMMINS COM 231021106 10,757 0 1,807 0.5269
2017-10-31 2017-09-30 13F CUMMINS COM 231021106 10,757 367 3.53 1,807 7.24 0.5269
2017-08-11 2017-06-30 13F/A-1 CUMMINS COM 231021106 10,390 -375 -3.48 1,685 3.50 0.5171
2017-08-11 2017-06-30 13F CUMMINS COM 231021106 10,765 0 1,628 0.5063
2017-04-28 2017-03-31 13F CUMMINS COM 231021106 10,765 840 8.46 1,628 20.06 0.5063
2017-01-30 2016-12-31 13F CUMMINS COM 231021106 9,925 456 4.82 1,356 11.79 0.4712
2016-10-27 2016-09-30 13F CUMMINS COM 231021106 9,469 9,469 0.00 1,213 0.4454
2014-08-14 2014-06-30 13F CUMMINS COM 231021106 0 -2,150 -100.00 0 -100.00
2014-05-15 2014-03-31 13F CUMMINS COM 231021106 2,150 2,150 320 0.1697
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.