Position in CMI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,643,949
+$381,755 QoQ
Shares Held
2,305
-1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#894
of 2,094 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026BOYD WATTERSON ASSET MANAGEMENT LLC/OH holds $21,555,377 across 10 Specialty Industrial Machinery names. CMI ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
25,202 | $10,739,076 | |
| 2 | PH |
Parker-Hannifin Corp
|
5,197 | $5,083,289 | |
| 3 | EMR |
Emerson Electric Co
|
18,097 | $2,590,585 | |
| 4 | CMI |
Cummins Inc
This page
|
2,305 | $1,643,949 | |
| 5 | GEV |
GE Vernova Inc.
|
863 | $1,013,904 | |
| 6 | OTIS |
Otis Worldwide Corp
|
3,282 | $234,991 | |
| 7 | IR |
Ingersoll Rand Inc.
|
1,472 | $120,689 | |
| 8 | ITW |
Illinois Tool Works Inc
|
430 | $116,302 |
All Filings in CMI
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,643,949 | 2,305 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,262,194 | 2,346 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,326,659 | 2,599 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,057,192 | 2,503 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $821,697 | 2,509 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $774,510 | 2,471 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $862,436 | 2,474 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $807,208 | 2,493 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $695,925 | 2,513 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $742,518 | 2,520 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $589,581 | 2,461 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $573,434 | 2,510 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $622,216 | 2,538 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $605,560 | 2,535 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $613,720 | 2,533 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $517,118 | 2,541 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $497,952 | 2,573 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $453,087 | 2,209 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $451,113 | 2,068 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $201,879 | 899 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $219,916 | 902 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $228,535 | 882 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $207,796 | 915 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $200,179 | 948 | Shares | Sole | 2020-10-23 | |
| No filing history on record for this holder in this stock. | ||||||