Position in CMI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$247,483
+$38,194 QoQ
Shares Held
347
-10.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,730
of 2,094 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026CALDWELL SUTTER CAPITAL, INC. holds $1,445,024 across 12 Specialty Industrial Machinery names. CMI ranks #3 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSW |
Csw Industrials, Inc.
|
1,978 | $550,477 | |
| 2 | GEV |
GE Vernova Inc.
|
301 | $353,632 | |
| 3 | CMI |
Cummins Inc
This page
|
347 | $247,483 | |
| 4 | EMR |
Emerson Electric Co
|
880 | $125,972 | |
| 5 | OTIS |
Otis Worldwide Corp
|
1,141 | $81,695 | |
| 6 | HURC |
Hurco Companies Inc
|
2,374 | $54,364 | |
| 7 | SMR |
NUSCALE POWER Corp
|
1,125 | $11,283 | |
| 8 | ETN |
Eaton Corp plc
|
23 | $9,800 |
All Filings in CMI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,483 | 347 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $209,289 | 389 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $220,514 | 432 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $191,755 | 454 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $150,977 | 461 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $138,853 | 443 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $161,053 | 462 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $150,238 | 464 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $132,372 | 478 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $152,628 | 518 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $148,293 | 619 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $162,663 | 712 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $205,444 | 838 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $94,835 | 397 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||