Position in CMI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,514,619
+$1,031,478 QoQ
Shares Held
6,330
-2.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#597
of 2,094 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $17,139,339 across 16 Specialty Industrial Machinery names. CMI ranks #1 (26.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
6,330 | $4,514,619 | |
| 2 | EMR |
Emerson Electric Co
|
28,347 | $4,057,873 | |
| 3 | PH |
Parker-Hannifin Corp
|
2,982 | $2,916,753 | |
| 4 | GEV |
GE Vernova Inc.
|
1,400 | $1,644,803 | |
| 5 | ITW |
Illinois Tool Works Inc
|
5,895 | $1,594,420 | |
| 6 | DOV |
DOVER Corp
|
4,173 | $935,920 | |
| 7 | ETN |
Eaton Corp plc
|
1,467 | $625,118 | |
| 8 | ROK |
Rockwell Automation, Inc
|
917 | $453,988 |
All Filings in CMI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,514,619 | 6,330 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,483,141 | 6,474 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,343,957 | 6,551 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,866,625 | 6,787 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,192,285 | 6,694 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $1,968,089 | 6,279 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $2,226,856 | 6,388 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $2,086,826 | 6,445 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $1,833,553 | 6,621 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $2,013,638 | 6,834 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $1,708,852 | 7,133 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $1,671,413 | 7,316 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $1,875,719 | 7,651 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $1,836,031 | 7,686 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $1,912,152 | 7,892 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $1,603,455 | 7,879 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $1,524,822 | 7,879 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $1,603,549 | 7,818 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $1,701,273 | 7,799 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $1,738,094 | 7,740 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $1,825,161 | 7,486 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $2,143,876 | 8,274 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $1,788,185 | 7,874 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $1,690,758 | 8,007 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $1,425,236 | 8,226 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $1,136,011 | 8,395 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||