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Catherine Avery Investment Management’s Cummins CMI Stock Holding History

Catherine Avery Investment 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
2026
Q2 		$1.63M Sell
2,287
-20
-0.9% -$13.2K 0.71% 36
2026
Q1 		$1.24M Sell
2,307
-169
-7% -$95.6K 0.56% 39
2025
Q4 		$1.26M Sell
2,476
-64
-3% -$29.9K 0.76% 39
2025
Q3 		$1.07M Sell
2,540
-250
-9% -$95.8K 0.69% 38
2025
Q2 		$914K Sell
2,790
-258
-8% -$79.9K 0.69% 38
2025
Q1 		$955K Sell
3,048
-6,222
-67% -$2.19M 0.86% 35
2024
Q4 		$3.23M Buy
+9,270
New +$3.26M 2.85% 12

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

Catherine Avery Investment Management's CMI Position: Q2 2026 in Review

Catherine Avery Investment Management reduced its Cummins (CMI) stake by 0.87% in Q2 2026, selling an estimated $13.2K and leaving 2,287 shares worth $1.63M. The position accounts for 0.71% of the portfolio, ranked #36.

Catherine Avery Investment Management first reported a position in CMI in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.23M in Q4 2024. 2,094 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Catherine Avery Investment Management held 2,287 shares of Cummins worth $1.63M as of Q2 2026.
  • Catherine Avery Investment Management sold 20 Cummins shares in Q2 2026, an estimated $13.2K.
  • Cummins made up 0.71% of Catherine Avery Investment Management's portfolio in Q2 2026, its #36 holding.
  • Catherine Avery Investment Management first reported a position in Cummins in Q4 2024 and has held it in 7 quarters since.
  • Catherine Avery Investment Management's Cummins position peaked at $3.23M in Q4 2024.
  • 2,094 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.