S&T BANK/PA CMI — CUMMINS INC

Ownership history in S&T BANK/PA  ·  82 quarters on record

AI Ownership Summary

S&T BANK/PA reported CUMMINS INC (CMI) in 82 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.44% in 2024 Q4. The latest visible filing shows CMI at 2.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CMI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was S&T BANK/PA's position in CUMMINS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CMI was reported at 2.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.44% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CMI stock page S&T BANK/PA fund profile S&T BANK/PA full holdings
How S&T BANK/PA held CMI — position size vs. price
% of Fund (quarterly)    CMI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 18.2% +5.8% ❌ 14,169 -3,161 -18.2% 2.29% $7.2M 2026-02-14 (Est.) $599.00
2025 Q3 REDUCED 13.7% +22.4% ❌ 17,330 -2,745 -13.7% 2.06% $7.3M 2025-11-14 $459.08
2025 Q2 REDUCED 6.9% +28.7% ❌ 20,075 -1,489 -6.9% 2.00% $6.6M 2025-08-06 $376.84
2025 Q1 REDUCED — — — 21,564 -396 -1.8% 2.21% $6.8M 2025-05-15 $326.05
2024 Q4 REDUCED 12.3% -9.7% ✅ 21,960 -3,082 -12.3% 2.44% $7.7M 2025-02-14 $365.22
2024 Q3 REDUCED 16.7% +8.1% ❌ 25,042 -5,035 -16.7% 2.13% $8.1M 2024-11-13 $356.18
2024 Q2 REDUCED 17.0% +17.6% ❌ 30,077 -6,180 -17.0% 2.12% $8.3M 2024-08-14 $282.21
2024 Q1 REDUCED 11.0% -7.0% ✅ 36,257 -4,470 -11.0% 2.05% $10.7M 2024-05-15 $280.70
2023 Q4 REDUCED — — — 40,727 -1,684 -4.0% 1.80% $9.8M 2024-02-14 $248.67
73 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CMI

As of 2026 Q1 — sorted by position size

Two Point Capital Management, Inc. 3Y 6.49% WEYBOSSET RESEARCH & MANAGEMENT LLC 3Y 7Y 5.89% Hamlin Capital Management, LLC 3Y 7Y 5.48% Cannon Advisors, Inc. 3.56% RBA Wealth Management, LLC 3Y 3.55% Eldred Rock Partners, LLC 3.44% Westhampton Capital, LLC 3Y 3.42% Lynch Asset Management, Inc. 3Y 3.35% Dupree Financial Group, LLC 3.01% Atwater Malick LLC 3Y 7Y 2.99%

FAQ About S&T BANK/PA and CMI

These are the practical questions this page is built to answer before you even open the full history table.

How long has S&T BANK/PA reported owning CMI?

S&T BANK/PA reported CMI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CMI position in S&T BANK/PA's portfolio?

The largest reported portfolio weight for CMI was 2.44% in 2024 Q4.

What is the latest reported CMI position on this page?

The most recent filing on this page is 2025 Q4, when S&T BANK/PA reported 14,169 shares, equal to 2.29% of portfolio, with an estimated market value of $7.2M.

What does the chart on this CMI ownership page compare?

The chart compares S&T BANK/PA's quarterly CMI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did S&T BANK/PA time their CMI position?

Based on 13F filing dates vs. subsequent CMI price moves, S&T BANK/PA correctly timed 40 out of 81 reported position changes (49%). The annualised alpha on CMI relative to SPY over the holding period was +8.6%.

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