Cummins shares owned by Heritage Trust
Historical chart of Heritage Trust investment in Cummins
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Quarterly reported holdings in Cummins by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $338k | 800 | 422.37 |
| 2025-06-30 | $269k | 822 | 327.50 |
| 2025-03-31 | $1.3M | 4.1k | 313.44 |
| 2024-12-31 | $1.4M | 4.1k | 348.60 |
| 2024-06-30 | $1.3M | 4.6k | 276.93 |
| 2024-03-31 | $1.3M | 4.6k | 294.65 |
| 2023-12-31 | $1.1M | 4.6k | 239.57 |
| 2023-09-30 | $1.0M | 4.6k | 228.46 |
| 2023-06-30 | $1.1M | 4.6k | 245.16 |
| 2023-03-31 | $1.0M | 4.2k | 238.88 |
| 2022-12-31 | $1.0M | 4.2k | 242.29 |
| 2022-09-30 | $873k | 4.3k | 203.54 |
| 2022-06-30 | $559k | 2.9k | 193.36 |
| 2022-03-31 | $595k | 2.9k | 205.10 |
| 2021-12-31 | $633k | 2.9k | 218.20 |
| 2021-09-30 | $656k | 2.9k | 224.73 |
| 2021-06-30 | $484k | 2.0k | 243.83 |
| 2021-03-31 | $523k | 2.0k | 259.30 |
| 2020-12-31 | $220k | 971 | 226.57 |
| 2020-06-30 | $578k | 3.3k | 173.26 |
| 2020-03-31 | $450k | 3.3k | 135.38 |
| 2019-12-31 | $607k | 3.4k | 178.85 |
| 2019-09-30 | $549k | 3.4k | 162.67 |
| 2019-06-30 | $580k | 3.4k | 171.34 |
| 2019-03-31 | $547k | 3.5k | 157.86 |
| 2018-12-31 | $53k | 400 | 132.50 |
| 2018-09-30 | $58k | 400 | 145.00 |
| 2018-06-30 | $53k | 400 | 132.50 |
| 2018-03-31 | $65k | 400 | 162.50 |
| 2017-12-31 | $71k | 400 | 177.50 |
| 2017-09-30 | $67k | 400 | 167.50 |
| 2017-06-30 | $65k | 400 | 162.50 |
| 2017-03-31 | $60k | 400 | 150.00 |