Position in CMI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,501,068
+$3,913,013 QoQ
Shares Held
6,311
+477.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#598
of 2,094 holders
Holding Since
Mar 2024
10 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, 2026EQUITABLE TRUST CO holds $15,842,482 across 9 Specialty Industrial Machinery names. CMI ranks #1 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMI |
Cummins Inc
This page
|
6,311 | $4,501,068 | |
| 2 | GEV |
GE Vernova Inc.
|
2,389 | $2,806,740 | |
| 3 | OTIS |
Otis Worldwide Corp
|
31,144 | $2,229,910 | |
| 4 | IR |
Ingersoll Rand Inc.
|
23,212 | $1,903,150 | |
| 5 | EMR |
Emerson Electric Co
|
12,483 | $1,786,940 | |
| 6 | ROK |
Rockwell Automation, Inc
|
2,196 | $1,087,195 | |
| 7 | ETN |
Eaton Corp plc
|
2,155 | $918,287 | |
| 8 | ITW |
Illinois Tool Works Inc
|
1,206 | $326,186 |
All Filings in CMI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,501,068 | 6,311 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $588,055 | 1,093 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $526,784 | 1,032 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $385,623 | 913 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $262,982 | 803 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $249,184 | 795 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $322,455 | 925 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $297,886 | 920 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $245,912 | 888 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $261,648 | 888 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||