Position in CMI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$276,012
+$71,027 QoQ
Shares Held
387
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,661
of 2,094 holders
Holding Since
Mar 2020
25 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $202,631,288 across 23 Specialty Industrial Machinery names. CMI ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
271,017 | $115,485,764 | |
| 2 | ITW |
Illinois Tool Works Inc
|
191,148 | $51,699,799 | |
| 3 | EMR |
Emerson Electric Co
|
91,343 | $13,075,750 | |
| 4 | ROK |
Rockwell Automation, Inc
|
23,746 | $11,756,169 | |
| 5 | GEV |
GE Vernova Inc.
|
3,336 | $3,919,332 | |
| 6 | PH |
Parker-Hannifin Corp
|
2,868 | $2,805,248 | |
| 7 | DOV |
DOVER Corp
|
5,186 | $1,163,116 | |
| 8 | IEX |
Idex Corp /De/
|
4,579 | $1,039,204 |
All Filings in CMI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,012 | 387 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $204,985 | 381 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $183,762 | 360 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $152,053 | 360 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $183,400 | 560 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $175,839 | 561 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $195,216 | 560 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $181,322 | 560 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $155,080 | 560 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $165,593 | 562 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $146,137 | 610 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $127,937 | 560 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $137,289 | 560 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $133,772 | 560 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $135,682 | 560 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $118,035 | 580 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $112,247 | 580 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $129,219 | 630 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $96,560 | 430 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $108,983 | 447 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $115,822 | 447 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $94,700 | 417 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $84,464 | 400 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $69,304 | 400 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $54,128 | 400 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||