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Catalyst Financial Partners’s Cummins CMI Stock Holding History

Catalyst Financial Partners’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 		$734K Sell
1,364
-114
-8% -$64.5K 0.09% 143
2025
Q4 		$754K Buy
1,478
+151
+11% +$70.6K 0.08% 128
2025
Q3 		$560K Buy
1,327
+539
+68% +$207K 0.07% 153
2025
Q2 		$258K Buy
788
+73
+10% +$22.6K 0.03% 254
2025
Q1 		$224K Buy
715
+26
+4% +$9.16K 0.04% 253
2024
Q4 		$240K Buy
689
+20
+3% +$7.03K 0.05% 242
2024
Q3 		$217K Buy
+669
New +$198K 0.04% 249

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

Catalyst Financial Partners's CMI Position: Q1 2026 in Review

Catalyst Financial Partners reduced its Cummins (CMI) stake by 7.7% in Q1 2026, selling an estimated $64.5K and leaving 1,364 shares worth $734K. The position accounts for 0.09% of the portfolio, ranked #143.

Catalyst Financial Partners first reported a position in CMI in Q3 2024 and has held it in 7 quarters since. The position peaked at $754K in Q4 2025. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Catalyst Financial Partners held 1,364 shares of Cummins worth $734K as of Q1 2026.
  • Catalyst Financial Partners sold 114 Cummins shares in Q1 2026, an estimated $64.5K.
  • Cummins made up 0.09% of Catalyst Financial Partners's portfolio in Q1 2026, its #143 holding.
  • Catalyst Financial Partners first reported a position in Cummins in Q3 2024 and has held it in 7 quarters since.
  • Catalyst Financial Partners's Cummins position peaked at $754K in Q4 2025.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.