Catalyst Wealth Management’s Cummins CMI Stock Holding History

Catalyst Wealth Management’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
2023 Q1	$1.07M	Buy	4,464 +257	+6%	+$62.7K	1%	43
2022 Q4	$1.02M	Buy	+4,207	New	+$1M	0.96%	40

Other funds holding CMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Catalyst Wealth Management's CMI Position: Q1 2023 in Review

Catalyst Wealth Management increased its Cummins (CMI) stake by 6.1% in Q1 2023, buying an estimated $62.7K and bringing the position to 4,464 shares worth $1.07M. The position accounts for 1% of the portfolio, ranked #43.

Catalyst Wealth Management first reported a position in CMI in Q4 2022 and has held it in 2 quarters since. 1,271 funds tracked by Wall St. Rank hold CMI as of Q1 2023.

Catalyst Wealth Management held 4,464 shares of Cummins worth $1.07M as of Q1 2023.
Catalyst Wealth Management bought 257 Cummins shares in Q1 2023, an estimated $62.7K.
Cummins made up 1% of Catalyst Wealth Management's portfolio in Q1 2023, its #43 holding.
Catalyst Wealth Management first reported a position in Cummins in Q4 2022 and has held it in 2 quarters since.
1,271 funds tracked by Wall St. Rank held Cummins as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.