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Caldwell Sutter Capital’s Cummins CMI Stock Holding History

Caldwell Sutter Capital’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
Q2 		$247K Sell
347
-42
-11% -$27.7K 0.09% 195
2026
Q1 		$209K Sell
389
-43
-10% -$24.3K 0.09% 211
2025
Q4 		$221K Sell
432
-22
-5% -$10.3K 0.09% 201
2025
Q3 		$192K Sell
454
-7
-2% -$2.68K 0.08% 215
2025
Q2 		$151K Buy
461
+18
+4% +$5.57K 0.07% 235
2025
Q1 		$139K Sell
443
-19
-4% -$6.69K 0.07% 240
2024
Q4 		$161K Sell
462
-2
-0.4% -$703 0.07% 221
2024
Q3 		$150K Sell
464
-14
-3% -$4.15K 0.07% 237
2024
Q2 		$132K Sell
478
-40
-8% -$11.4K 0.07% 241
2024
Q1 		$153K Sell
518
-101
-16% -$26K 0.07% 231
2023
Q4 		$148K Sell
619
-93
-13% -$21.1K 0.08% 226
2023
Q3 		$163K Sell
712
-126
-15% -$30.4K 0.09% 202
2023
Q2 		$205K Buy
838
+441
+111% +$99.9K 0.11% 177
2023
Q1 		$94.8K Buy
+397
New +$96.9K 0.07% 193

Other funds holding CMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Caldwell Sutter Capital's CMI Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Cummins (CMI) stake by 11% in Q2 2026, selling an estimated $27.7K and leaving 347 shares worth $247K. The position accounts for 0.09% of the portfolio, ranked #195.

Caldwell Sutter Capital first reported a position in CMI in Q1 2023 and has held it in 14 quarters since. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Caldwell Sutter Capital held 347 shares of Cummins worth $247K as of Q2 2026.
  • Caldwell Sutter Capital sold 42 Cummins shares in Q2 2026, an estimated $27.7K.
  • Cummins made up 0.09% of Caldwell Sutter Capital's portfolio in Q2 2026, its #195 holding.
  • Caldwell Sutter Capital first reported a position in Cummins in Q1 2023 and has held it in 14 quarters since.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.