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CMI

Cummins Inc.

Sector: infrastructureIndustrial - MachineryNYSEMarket Cap: $89.86B

Cummins Inc. designs and manufactures diesel and natural gas engines, powertrains, and related components, with a primary political signal of $527.8M in federal contracts across 10 agencies and 3 congressional purchases in the last 12 months.

Govt Dependence
35/100
Regulatory Density
85/100
Lobbying Intensity
0/100
Political Signal
NEUTRAL

BusinessWhat CMI does

Cummins Inc. is a global power leader that designs, manufactures, sells, and services diesel and natural gas engines, powertrain components, and related technologies. Its revenue lines include engine sales for heavy-duty trucks, medium-duty trucks, buses, and industrial equipment, as well as components, power generation systems, and aftermarket parts and services. The company operates in a highly cyclical industry tied to commercial transportation and infrastructure investment.

12 months past · 3 months futureCMI activity timeline

$749$547$345 AugSepOctNovDecJan '26FebMarAprMayJunJulAugSepOct ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · Jul 28 $727.59 hi $355.84 lo $634.00 CONGRESS 30 INSIDERS 0 13F FUNDS 30 BILLS 28 Jared Moskowitz (D) · Sale · 2026-03-31Josh Gottheimer (D) · Purchase · 2026-02-05Julia Letlow (R) · Purchase · 2026-02-04Lisa C. McClain (R) · sale · 2025-10-31Lisa C. McClain (R) · Sale · 2025-10-30Lisa C. McClain (R) · Purchase · 2025-10-30Lisa C. McClain (R) · Sale · 2025-10-31Lisa C. McClain (R) · purchase · 2025-10-30Lisa C. McClain (R) · sale · 2025-10-30 Two Sigma Investments · + $149549M · 2026-03-31Renaissance Technologies · OPENED $13569M · 2026-03-31Citadel Advisors · + $397M · 2025-12-31Citadel Advisors · + $139M · 2025-09-30D.E. Shaw & Co. · + $69M · 2025-09-30Renaissance Technologies · + $22M · 2025-09-30Bridgewater Associates · + $16M · 2025-12-31D.E. Shaw & Co. · - $7M · 2025-12-31Two Sigma Investments · holds $6M · 2025-12-31Two Sigma Investments · - $5M · 2025-09-30Bridgewater Associates · OPENED $2M · 2025-09-30 HR.187 · enacted · 2025-12-26HR.143 · markup · 2025-12-02HR.249 · committee · 2025-12-09HR.176 · committee · 2025-12-02 MARKUP · Senate Homeland Security and Governmental Affairs · 2026-07-29MARKUP · Senate Energy and Natural Resources · 2026-07-29MARKUP · Senate Commerce, Science, and Transportation Subcommittee on · 2026-07-30
Congress
buy sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened + added − trimmed closed holds
Bills
past action (this ticker) upcoming markup (sector) carveout (this ticker)
251 trading days · 9 congressional trades shown · 0 insider buys · 11 13F filings · 4 past bill actions · 3 upcoming markups

Executive Branch ConflictsCMI held by Trump-administration officials

Lifetime Government AwardsCMI federal contracts by year

$106M
total awarded · 2005–2016
1000
contracts on file
2015
peak year ($78M)
$78M $39M 2005: $26K across 1 contract $26K 2005 2007: $22K across 2 contracts $22K 2007 2 contracts 2008: $4M across 6 contracts $4M 2008 6 contracts 2009: $18K across 2 contracts $18K 2009 2 contracts 2010: $841K across 7 contracts $841K 2010 7 contracts 2011: $386K across 11 contracts $386K 2011 11 contracts 2012: $6M across 146 contracts $6M 2012 146 contracts 2013: $4M across 121 contracts $4M 2013 121 contracts 2014: $6M across 116 contracts $6M 2014 116 contracts 2015: $78M across 178 contracts (peak year) $78M 2015 178 contracts 2016: $7M across 410 contracts $7M 2016 410 contracts
Top contracts by award amount
$72.8M Department of Defense 2015-12-15 PRODUCTION QUANTITY FOR NEW AND REMANUFACTURED DIESEL ENGINES.
$3.2M Department of Defense 2008-03-12 BRADLEY ENGINE SYSTEM TECHNICAL SUPPORT
$2.8M Department of Defense 2012-09-14 ENGINEERING DESIGN, DEVELOPMENT, INTEGRATION, AND TEST OF CUMMINS 675H
$1.1M Department of Defense 2015-09-24 ACAT III BIG SAFARI CENTCOM GOCO LARGE GENERATORS
$844K Department of Defense 2008-09-26 NOT REQUIRED
12 years · 1000 contracts

Smart Money · 13F HoldingsHedge funds holding CMI

$163.54B
Total CMI held by tracked 13F funds
5
Funds with CMI positions
+1
Funds opened this quarter
Two Sigma Investments $149.55B +2452% 3 overlap 2026-03-31
Renaissance Technologies $13.57B opened 3 overlap 2026-03-31
Citadel Advisors $397M +136% 8 overlap 2025-12-31
Bridgewater Associates $16M +560% 8 overlap 2025-12-31
D.E. Shaw & Co. $7M -91% 8 overlap 2025-12-31

Politicians Trading CMIMembers of Congress with recent CMI positions

7 politicians traded CMI across 23 disclosed transactions totaling $318K (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just CMI). 0-30 LOW · 30-60 MID · 60+ HIGH.

Congressional TradesWho in Congress is trading CMI

2026-03-31 Jared Moskowitz D-Florida · house Sale $1,001 - $15,000
2026-02-05 Josh Gottheimer D-New Jersey · house Purchase $1,001 - $15,000
2026-02-04 Julia Letlow R-Louisiana · house Purchase $1,001 - $15,000
2025-10-31 Lisa C. McClain R-Michigan · house sale $1,001 - $15,000
2025-10-30 Lisa C. McClain R-Michigan · house Sale $1,001 - $15,000
2025-10-30 Lisa C. McClain R-Michigan · house Purchase $1,001 - $15,000
2025-10-31 Lisa C. McClain R-Michigan · house Sale $1,001 - $15,000
2025-10-30 Lisa C. McClain R-Michigan · house purchase $1,001 - $15,000
2025-10-30 Lisa C. McClain R-Michigan · house sale $1,001 - $15,000
2025-06-24 Lisa C. McClain R-Michigan · house Purchase $1,001 - $15,000 50d late
2025-06-24 Lisa C. McClain R-Michigan · house purchase $1,001 - $15,000 50d late
2025-04-21 Bruce Westerman R-Arkansas · house sale $1,001 - $15,000
30+ trades on file · most recent 2026-04-30

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

No Form 4 activity recorded in the last 180 days.

Bills Affecting CMILive legislation impacting this stock

Political ProfileWhere CMI sits in Washington

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STRUCTURAL: High regulatory density (85) due to emission-sensitive engine manufacturing, with $527.8M federal contracts across 10 agencies (get_government_precedent.federal_contracts_summary[0]). EVIDENTIARY: 3 distinct congressional purchasers in last 12 months (G000583, L000595, G000596) but also mixed trading by M001136 with sales and purchases; zero corporate insider buys in 180 days (get_corporate_insider_signal.total_buys: 0); no lobbying spend or donations. Net: Federal contract base provides revenue stability, but lack of lobbying and insider activity offsets bullish congressional trading.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • Emission standards tightening for diesel and natural gas engines
    Environmental Protection Agency
    "Sector: infrastructure implies high regulatory density; get_political_influence.lobbying.issue_areas is null but industry is emission-sensitive."
  • Heavy-duty vehicle fuel economy and greenhouse gas regulations
    Environmental Protection Agency and National Highway Traffic Safety Administration
    "Primary industry involves engine manufacturing; regulatory density score is high based on sector."

Regulatory opportunities

  • Federal contracts for engine and generator sets across multiple departments
    Department of Defense, Department of Transportation, Department of Veterans Affairs, etc.
    "get_government_precedent.federal_contracts_summary[0].agencies lists 10 agencies with $527.8M total obligation."
  • Infrastructure investment bills funding heavy-duty vehicle fleets and power generation
    Department of Transportation
    "Sector: infrastructure and federal contract presence indicate exposure to infrastructure spending."

Capitol Hill AlliesChampions & critics

Congressional champions

Congressional critics

  • No specific congressional critics identified.
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Frequently AskedAbout CMI & political exposure

Does Cummins Inc. (CMI) hold federal contracts?
Yes. Cummins Inc. has 9218 federal contract awards totaling $866,947,878, primarily from agencies including Court Services and Offender Supervision Agency, Department of Agriculture, Department of Commerce. See full contract list and amounts on this page.
Which Trump cabinet officials own CMI stock?
1 Trump cabinet members or senior White House staff have disclosed holdings in CMI on their OGE 278 financial disclosures, including Donald J. Trump. See the Cabinet Conflicts panel for details.
Has Congress traded CMI stock?
123 congressional trades by 21 unique members of Congress, most recently on 2026-03-31. See the Congressional Trading panel for politician-by-politician breakdown.
What is CMI political risk profile?
Government dependence: 35/100. Lobbying intensity: 0/100. Political signal: neutral. Donor party split: R 0% / D 0%.
How does GovGreed track CMI political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. CMI data is updated daily from these official federal sources.