Position in CMI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,426,420
+$350,380 QoQ
Shares Held
2,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#945
of 2,102 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026SkyOak Wealth, LLC holds $5,158,833 across 3 Specialty Industrial Machinery names. CMI ranks #2 (27.7% of the industry book) .
All Filings in CMI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,426,420 | 2,000 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,076,040 | 2,000 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $918,810 | 1,800 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $760,266 | 1,800 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $589,500 | 1,800 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $564,192 | 1,800 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $627,480 | 1,800 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $582,822 | 1,800 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $498,474 | 1,800 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $441,975 | 1,500 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $359,355 | 1,500 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $342,690 | 1,500 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||