Catherine Avery Investment Management LLC
Position in CMI — Cummins Inc
CIK 2103454
LONGBOAT KEY, FL
Position in CMI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,631,111
+$389,899 QoQ
Shares Held
2,287
-0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#899
of 2,094 holders
Holding Since
Dec 2024
7 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, 2026Catherine Avery Investment Management LLC holds $1,774,025 across 5 Specialty Industrial Machinery names. CMI ranks #1 (91.9% of the industry book) .
All Filings in CMI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,631,111 | 2,287 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,241,212 | 2,307 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,263,874 | 2,476 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $1,072,819 | 2,540 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $913,725 | 2,790 | Shares | Sole | 2026-01-05 | |
| 2025-03-31 | $955,365 | 3,048 | Shares | Sole | 2026-01-05 | |
| 2024-12-31 | $3,231,522 | 9,270 | Shares | Sole | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||