Cummins Inc.
MX ˙ BMV ˙ US2310211063
SecurityMX:CMI / Cummins Inc.
InstitutionHarfst & Associates, Inc.
Latest Disclosed Ownership6,565 shares
Latest Disclosed Value $ 3,532,209
Harfst & Associates, Inc. reports 9.39% decrease in ownership of CMI / Cummins Inc.

On May 12, 2026 - Harfst & Associates, Inc. filed a 13F-HR form disclosing ownership of 6,565 shares of Cummins Inc. (MX:CMI) valued at $3,532,209 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 7,245 shares of Cummins Inc.. This represents a change in shares of -9.39% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-12 2026-03-31 13F CUMMINS COM 231021106 6,565 -680 -9.39 3,532 -4.49 0.6305
2026-02-10 2025-12-31 13F CUMMINS COM 231021106 7,245 -315 -4.17 3,698 15.82 0.6668
2025-10-23 2025-09-30 13F CUMMINS COM 231021106 7,560 -24 -0.32 3,193 28.59 0.5889
2025-08-13 2025-06-30 13F CUMMINS COM 231021106 7,584 -2,081 -21.53 2,484 -18.03 0.5122
2025-05-13 2025-03-31 13F CUMMINS COM 231021106 9,665 -510 -5.01 3,030 -14.58 0.7002
2025-02-05 2024-12-31 13F CUMMINS COM 231021106 10,175 2,185 27.35 3,547 37.07 0.7389
2024-10-18 2024-09-30 13F CUMMINS COM 231021106 7,990 -463 -5.48 2,587 10.56 0.5811
2024-08-01 2024-06-30 13F CUMMINS COM 231021106 8,453 158 1.90 2,341 -4.26 0.5456
2024-08-01 2024-03-31 13F/A-1 CUMMINS COM 231021106 8,295 -763 -8.42 2,444 12.63 0.5803
2024-02-07 2023-12-31 13F CUMMINS COM 231021106 9,058 -120 -1.31 2,170 3.53 0.5728
2023-11-07 2023-09-30 13F CUMMINS COM 231021106 9,178 -92 -0.99 2,097 -7.75 0.5885
2023-08-07 2023-06-30 13F CUMMINS COM 231021106 9,270 439 4.97 2,273 7.73 0.6049
2023-05-10 2023-03-31 13F CUMMINS COM 231021106 8,831 -52 -0.59 2,110 -2.00 0.6050
2023-02-13 2022-12-31 13F CUMMINS COM 231021106 8,883 19 0.21 2,152 19.29 0.6207
2022-10-28 2022-09-30 13F CUMMINS COM 231021106 8,864 -1,324 -13.00 1,804 -8.47 0.5425
2022-07-28 2022-06-30 13F CUMMINS INC COM COM 231021106 10,188 -1,554 -13.23 1,971 -18.15 0.5596
2022-04-28 2022-03-31 13F CUMMINS INC COM COM 231021106 11,742 -117 -0.99 2,408 -6.88 0.5593
2022-02-07 2021-12-31 13F CUMMINS INC COM COM 231021106 11,859 3,842 47.92 2,586 43.67 0.6582
2021-10-28 2021-09-30 13F CUMMINS INC COM COM 231021106 8,017 302 3.91 1,800 -4.26 0.4974
2021-08-11 2021-06-30 13F CUMMINS INC COM COM 231021106 7,715 -308 -3.84 1,880 -9.53 0.5447
2021-05-10 2021-03-31 13F CUMMINS INC COM COM 231021106 8,023 2,052 34.37 2,078 53.24 0.6261
2021-01-25 2020-12-31 13F CUMMINS INC COM COM 231021106 5,971 304 5.36 1,356 13.38 0.4984
2020-11-04 2020-09-30 13F CUMMINS INC COM COM 231021106 5,667 -131 -2.26 1,196 19.12 0.5062
2020-08-07 2020-06-30 13F CUMMINS INC COM COM 231021106 5,798 18 0.31 1,004 28.39 0.4315
2020-05-05 2020-03-31 13F CUMMINS INC COM COM 231021106 5,780 299 5.46 782 -20.20 0.3976
2020-02-14 2019-12-31 13F CUMMINS INC COM COM 231021106 5,481 92 1.71 980 11.87 0.3773
2019-11-14 2019-09-30 13F CUMMINS INC COM COM 231021106 5,389 200 3.85 876 -1.46 0.3606
2019-08-14 2019-06-30 13F CUMMINS INC COM COM 231021106 5,189 285 5.81 889 14.86 0.3631
2019-05-01 2019-03-31 13F CUMMINS INC COM COM 231021106 4,904 680 16.10 774 37.23 0.3311
2019-02-06 2018-12-31 13F CUMMINS INC COM COM 231021106 4,224 332 8.53 564 -0.70 0.2697
2018-10-31 2018-09-30 13F CUMMINS INC COM COM 231021106 3,892 411 11.81 568 22.94 0.2427
2018-08-10 2018-06-30 13F CUMMINS INC COM COM 231021106 3,481 203 6.19 462 -12.99 0.1952
2018-05-04 2018-03-31 13F CUMMINS INC COM COM 231021106 3,278 148 4.73 531 -3.80 0.2167
2018-02-09 2017-12-31 13F CUMMINS INC COM COM 231021106 3,130 71 2.32 552 7.39 0.2235
2017-11-07 2017-09-30 13F CUMMINS INC COM COM 231021106 3,059 3 0.10 514 3.84 0.2140
2017-08-11 2017-06-30 13F CUMMINS INC COM COM 231021106 3,056 862 39.29 495 49.55 0.1998
2017-05-12 2017-03-31 13F CUMMINS INC COM COM 231021106 2,194 2,194 331 0.1430
2015-11-09 2015-09-30 13F CUMMINS INC COM COM 231021106 0 -65 -100.00 0 -100.00
2015-08-06 2015-06-30 13F CUMMINS INC COM COM 231021106 65 65 9 0.0051
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.