American Trust

Position in CMI — Cummins Inc

CIK 1905128 LEXINGTON, KY

Position in CMI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$5,366,192

+$1,011,997 QoQ

Shares Held

7,524

-7.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.98%

of 13F equity value

Holder Rank

#552

of 2,094 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Industrials · as of Jun 30, 2026

American Trust holds $11,935,023 across 6 Specialty Industrial Machinery names. CMI ranks #1 (45.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CMI	Cummins Inc This page	7,524	$5,366,192
2	PH	Parker-Hannifin Corp	3,311	$3,238,555
3	DOV	DOVER Corp	10,270	$2,303,355
4	GEV	GE Vernova Inc.	378	$444,097
5	ROK	Rockwell Automation, Inc	610	$301,998
6	RRX	Regal Rexnord Corp	1,179	$280,826

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,366,192	7,524	-7.0%	Shares	Sole	2026-08-14
2026-03-31	$4,354,195	8,093	-17.9%	Shares	Sole	2026-05-01
2025-12-31	$5,033,037	9,860	-1.1%	Shares	Sole	2026-02-17
2025-09-30	$4,208,917	9,965	-1.4%	Shares	Sole	2025-11-17
2025-06-30	$3,311,025	10,110	+1.6%	Shares	Sole	2025-09-03
2025-03-31	$3,118,414	9,949	-0.7%	Shares	Sole	2025-05-16
2024-12-31	$3,491,577	10,016	-16.0%	Shares	Sole	2025-02-18
2024-09-30	$3,859,576	11,920	-18.3%	Shares	Sole	2024-11-29
2024-06-30	$4,039,300	14,586	-3.7%	Shares	Sole	2024-09-12
2024-03-31	$4,461,295	15,141	-16.8%	Shares	Sole	2024-06-11
2023-12-31	$4,360,174	18,200	-2.5%	Shares	Sole	2024-02-21
2023-09-30	$4,262,606	18,658	-0.6%	Shares	Sole	2023-11-15
2023-06-30	$4,604,104	18,780	-0.3%	Shares	Sole	2023-08-14
2023-03-31	$4,500,021	18,838	+2.5%	Shares	Sole	2023-05-22
2022-12-31	$4,453,532	18,381	-3.1%	Shares	Sole	2023-02-16
2022-09-30	$3,861,195	18,973	-6.9%	Shares	Sole	2022-12-02
2022-06-30	$3,942,399	20,371	+7.4%	Shares	Sole	2022-10-03
2022-03-31	$3,888,885	18,960	-0.9%	Shares	Sole	2022-06-08
2021-12-31	$4,171,927	19,125	—	Shares	Sole	2022-03-17
No filing history on record for this holder in this stock.