Position in CMI
as of Dec 31, 2025
· filed Jan 27, 2026
Position Value
$5,338,796
+$877,725 QoQ
Shares Held
10,459
-1.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 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 Dec 31, 2025MERITAGE PORTFOLIO MANAGEMENT holds $19,227,605 across 3 Specialty Industrial Machinery names. CMI ranks #2 (27.8% of the industry book) .
All Filings in CMI
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $5,338,796 | 10,459 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,461,071 | 10,562 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,535,690 | 10,796 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,477,616 | 11,095 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $3,972,297 | 11,395 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,966,103 | 12,249 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,549,688 | 12,818 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,914,719 | 13,286 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $3,381,770 | 14,116 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $3,252,813 | 14,238 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $3,539,374 | 14,437 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,316,132 | 13,882 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,275,276 | 13,518 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,644,408 | 12,994 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,380,419 | 12,300 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,477,523 | 12,079 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,509,046 | 11,502 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||