Position in CMI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$18,543
+$4,555 QoQ
Shares Held
26
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,005
of 2,094 holders
Holding Since
Dec 2023
11 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, 2026Cetera Trust Company, N.A holds $971,676 across 10 Specialty Industrial Machinery names. CMI ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
309 | $363,031 | |
| 2 | CXT |
Crane NXT, Co.
|
5,890 | $301,332 | |
| 3 | ETN |
Eaton Corp plc
|
498 | $212,207 | |
| 4 | CR |
Crane Co
|
138 | $30,783 | |
| 5 | CMI |
Cummins Inc
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|
26 | $18,543 | |
| 6 | PH |
Parker-Hannifin Corp
|
15 | $14,671 | |
| 7 | DOV |
DOVER Corp
|
50 | $11,214 | |
| 8 | RRX |
Regal Rexnord Corp
|
47 | $11,194 |
All Filings in CMI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,543 | 26 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $13,988 | 26 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $13,271 | 26 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,981 | 26 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $8,515 | 26 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $8,149 | 26 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $9,063 | 26 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $8,418 | 26 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $7,200 | 26 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $22,393 | 76 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $18,207 | 76 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||