Follow-The-Filings

Security · featured owners

CMI Cummins Inc.

Industrials COM Equity as of 2026 Q2 among managers we track

  • 5 Owners
  • Max 1.7%
  • $398M
  • 3 reduce 2 exits

CMI (Cummins Inc.) is held in 5 featured 13F books as of 2026 Q2. Murphy Pohlad - Murphy Pohlad Asset Management is the largest tracked holder by portfolio weight (1.7%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 1.7% (Murphy Pohlad - Murphy Pohlad Asset Management) · not free-float ownership

  1. Murphy Pohlad reduce 1.7%
  2. Christopher Bloomstran reduce 1.1%
  3. First Eagle Investment Manage... reduce 0.64%
  4. Kentucky Trust Co. 0.11%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
First Eagle Investment Management 2026 Q2 0.64% Reduce −30.0% 536,868 $383M history
Christopher Bloomstran - Semper Augustus Investments Group 2026 Q2 1.1% Reduce −67.2% 12,972 $9M history
Murphy Pohlad - Murphy Pohlad Asset Management 2026 Q2 1.7% Reduce −6.5% 6,996 $5M history
Mairs & Power 2026 Q2 <0.01% Hold 528 $377K history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 0.11% Hold 307 $219K history
Farallon Capital Management exited 2026 Q2 last 2026 Q1 0.03% Exit −0.03% 9,000 $5M history
Robert Olstein - Olstein Capital Management exited 2026 Q1 last 2025 Q4 0.49% Exit −0.49% 4,700 $2M history

SEC filings

Recent issuer filings from EDGAR · 6 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 2.02,9.01
10-Q
8-K 5.07
8-K 2.02,9.01
10-Q
DEFA14A

Insider forms

Form 3 / 4 / 5 from EDGAR · 12 rows shown

Filed Form Detail Links
4 Period Aug 24, 2026
4 Period May 19, 2026
4 Period May 14, 2026
4 Period May 13, 2026 · 2 forms
4 Period May 12, 2026 · 11 forms
4 Period May 11, 2026
4 Period May 11, 2026 · 2 forms
4 Period May 8, 2026
4 Period May 11, 2026 · 2 forms
4 Period May 8, 2026
4 Period Apr 1, 2026
4 Period Mar 3, 2026

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Gross profit $8.25B $8.44B $8.52B

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $15.2B $14.75B $16.92B
Total non-current assets * $16.81B $16.79B $17.07B
Total assets $32B $31.54B $33.99B
Total current liabilities $12.9B $11.23B $9.61B
Total non-current liabilities * $9.2B $9B $10.97B
Total equity $8.85B $10.27B $12.35B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $3.97B $1.49B $3.62B
Cash from investing -$1.64B -$1.78B -$1.73B
Cash from financing -$2.18B -$0.173B -$0.772B
Net change in cash $0.078B -$0.508B $1.17B

ownership over time

filing count by report period · click a bar for that quarter’s holders