Position in CMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$360,171
+$88,471 QoQ
Shares Held
505
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,521
of 2,094 holders
Holding Since
Mar 2020
26 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, 2026American Trust Investment Advisors, LLC holds $1,056,226 across 3 Specialty Industrial Machinery names. CMI ranks #2 (34.1% of the industry book) .
All Filings in CMI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,171 | 505 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $271,700 | 505 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $257,777 | 505 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $213,296 | 505 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $204,687 | 625 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $232,572 | 742 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $258,661 | 742 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $249,965 | 772 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $213,789 | 772 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $227,469 | 772 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $253,225 | 1,057 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $241,482 | 1,057 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $283,650 | 1,157 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $283,072 | 1,185 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $287,113 | 1,185 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $240,955 | 1,184 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $248,492 | 1,284 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $286,948 | 1,399 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $341,170 | 1,564 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $341,106 | 1,519 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $364,252 | 1,494 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $390,996 | 1,509 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $341,558 | 1,504 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $318,640 | 1,509 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $261,449 | 1,509 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $204,197 | 1,509 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||