A detailed history of Wescott Financial Advisory Group, LLC transactions in Cummins Inc stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 834 shares of CMI stock, worth $385,816. This represents 0.04% of its overall portfolio holdings.

Number of Shares
834
Previous 830 0.48%
Holding current value
$385,816
Previous $271,000 29.89%
% of portfolio
0.04%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025

BUY
$327.85 - $426.39 $1,311 - $1,705
4 Added 0.48%
834 $352,000
Q2 2025

Aug 11, 2025

SELL
$267.12 - $336.65 $267 - $336
-1 Reduced 0.12%
830 $271,000
Q1 2025

May 14, 2025

SELL
$312.92 - $386.07 $3,129 - $3,860
-10 Reduced 1.19%
831 $260,000
Q4 2024

Feb 12, 2025

BUY
$324.93 - $383.42 $8,448 - $9,968
26 Added 3.19%
841 $293,000
Q3 2024

Nov 12, 2024

SELL
$266.63 - $326.4 $6,665 - $8,159
-25 Reduced 2.98%
815 $263,000
Q2 2024

Aug 14, 2024

BUY
$266.48 - $302.86 $266 - $302
1 Added 0.12%
840 $232,000
Q1 2024

May 13, 2024

BUY
$229.21 - $294.69 $192,307 - $247,244
839 New
839 $247,000

Others Institutions Holding CMI

About CUMMINS INC


  • Ticker CMI
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 140,992,000
  • Market Cap $65.2B
  • Description
  • Cummins Inc. designs, manufactures, distributes, and services diesel and natural gas engines, electric and hybrid powertrains, and related components worldwide. It operates through five segments: Engine, Distribution, Components, Power Systems, and New Power. The company offers diesel and natural gas-powered engines under the Cummins and other c...
More about CMI
Track This Portfolio

Track Wescott Financial Advisory Group, LLC Portfolio

Follow Wescott Financial Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wescott Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wescott Financial Advisory Group, LLC with notifications on news.