Castleview Partners, LLC

Position in CMI — Cummins Inc

CIK 1737088 DALLAS, TX

Position in CMI

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$499,820

-$198,986 QoQ

Shares Held

929

-32.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Castleview Partners, LLC holds $583,632 across 2 Specialty Industrial Machinery names.

#	Ticker	Company	Shares	Value (USD)	Open
1	ITW	Illinois Tool Works Inc	1,389	$375,682
2	GEV	GE Vernova Inc.	177	$207,950

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$499,820	929	-32.1%	Shares	Sole	2026-05-01
2025-12-31	$698,806	1,369	-28.3%	Shares	Sole	2026-01-12
2025-09-30	$806,726	1,910	-6.3%	Shares	Sole	2025-10-10
2025-06-30	$667,772	2,039	-0.3%	Shares	Sole	2025-07-16
2025-03-31	$640,984	2,045	-12.5%	Shares	Sole	2025-04-22
2024-12-31	$815,026	2,338	+1.4%	Shares	Sole	2025-01-21
2024-09-30	$746,335	2,305	+3.2%	Shares	Sole	2024-10-21
2024-06-30	$618,384	2,233	+4.4%	Shares	Sole	2024-07-31
2024-03-31	$630,256	2,139	+2.0%	Shares	Sole	2024-05-10
2023-12-31	$502,617	2,098	+4.1%	Shares	Sole	2024-02-05
2023-09-30	$460,575	2,016	+5.0%	Shares	Sole	2023-10-26
2023-06-30	$470,707	1,920	+11.9%	Shares	Sole	2023-08-15
2023-03-31	$409,918	1,716	-2.0%	Shares	Sole	2023-05-16
2022-12-31	$424,249	1,751	+4.0%	Shares	Sole	2023-02-01
2022-09-30	$342,710	1,684	+8.6%	Shares	Sole	2022-11-10
2022-06-30	$299,971	1,550	-32.3%	Shares	Sole	2022-08-17
2022-03-31	$469,496	2,289	-99.5%	Shares	Sole	2022-05-16
2021-12-31	$2,214,000	482,961	+23667.8%	Shares	Sole	2022-02-17
2021-06-30	$495,421	2,032	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.