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Caerus Investment Advisors’s Cummins CMI Stock Holding History

Caerus Investment Advisors’s Portfolio CMI Stock Details CMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$706K Buy
1,313
+5
+0.4% +$2.83K 0.29% 66
2025
Q4 		$668K Buy
1,308
+132
+11% +$61.7K 0.22% 103
2025
Q3 		$497K Buy
+1,176
New +$451K 0.2% 113

Other funds holding CMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Caerus Investment Advisors's CMI Position: Q1 2026 in Review

Caerus Investment Advisors increased its Cummins (CMI) stake by 0.38% in Q1 2026, buying an estimated $2.83K and bringing the position to 1,313 shares worth $706K. The position accounts for 0.29% of the portfolio, ranked #66.

Caerus Investment Advisors first reported a position in CMI in Q3 2025 and has held it in 3 quarters since. 1,956 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Caerus Investment Advisors held 1,313 shares of Cummins worth $706K as of Q1 2026.
  • Caerus Investment Advisors bought 5 Cummins shares in Q1 2026, an estimated $2.83K.
  • Cummins made up 0.29% of Caerus Investment Advisors's portfolio in Q1 2026, its #66 holding.
  • Caerus Investment Advisors first reported a position in Cummins in Q3 2025 and has held it in 3 quarters since.
  • 1,956 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.