Position in CMI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,036,294
+$329,874 QoQ
Shares Held
1,453
+10.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,045
of 2,094 holders
Holding Since
Sep 2025
4 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, 2026Caerus Investment Advisors, LLC holds $3,358,178 across 5 Specialty Industrial Machinery names. CMI ranks #1 (30.9% of the industry book) .
All Filings in CMI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,036,294 | 1,453 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $706,420 | 1,313 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $667,668 | 1,308 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $496,707 | 1,176 | Shares | Sole | 2025-11-20 | |
| No filing history on record for this holder in this stock. | ||||||