Position in CMI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$12,697,271
-$569,833 QoQ
Shares Held
23,600
-9.2% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Pathstone Holdings, LLC holds $199,641,557 across 38 Specialty Industrial Machinery names. CMI ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
48,579 | $42,404,608 | |
| 2 | ETN |
Eaton Corp plc
|
74,272 | $26,564,865 | |
| 3 | PH |
Parker-Hannifin Corp
|
18,187 | $16,281,729 | |
| 4 | CMI |
Cummins Inc
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|
23,600 | $12,697,271 | |
| 5 | ITW |
Illinois Tool Works Inc
|
48,421 | $12,603,501 | |
| 6 | EMR |
Emerson Electric Co
|
78,470 | $10,281,138 | |
| 7 | ROK |
Rockwell Automation, Inc
|
19,161 | $6,876,498 | |
| 8 | XYL |
Xylem Inc.
|
49,517 | $5,917,281 |
All Filings in CMI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,697,271 | 23,600 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $13,267,104 | 25,991 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $11,057,645 | 26,180 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $8,399,391 | 25,647 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,423,072 | 26,873 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $9,329,232 | 26,762 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,583,024 | 26,508 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $7,418,953 | 26,790 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $6,634,339 | 22,516 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,066,221 | 16,973 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||