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CMI

Cummins Inc.

Sector: infrastructureIndustrial - MachineryNYSEMarket Cap: $96.11B

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

$691$498$305 JunJulAugSepOctNovDecJan '26FebMarAprMayJunJulAug ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · May 18 $671.01 hi $314.26 lo $657.44 CONGRESS 30 INSIDERS 0 13F FUNDS 30 BILLS 40 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 · 2025-10-30Lisa C. McClain (R) · Purchase · 2025-06-24Lisa C. McClain (R) · purchase · 2025-06-24 Citadel Advisors · OPENED $397M · 2025-12-31Citadel Advisors · OPENED $139M · 2025-09-30Citadel Advisors · OPENED $84M · 2025-06-30D.E. Shaw & Co. · OPENED $69M · 2025-09-30Two Sigma Investments · OPENED $32M · 2025-06-30D.E. Shaw & Co. · OPENED $30M · 2025-06-30Renaissance Technologies · OPENED $22M · 2025-09-30Bridgewater Associates · OPENED $16M · 2025-12-31D.E. Shaw & Co. · OPENED $7M · 2025-12-31Two Sigma Investments · OPENED $6M · 2025-12-31Renaissance Technologies · OPENED $5M · 2025-06-30Two Sigma Investments · OPENED $5M · 2025-09-30Bridgewater Associates · OPENED $2M · 2025-09-30 HR.187 · enacted · 2025-12-26HR.143 · markup · 2025-12-02 MARKUP · House Appropriations Subcommittee on Department of Homeland · 2026-05-18MARKUP · Senate Homeland Security and Governmental Affairs · 2026-05-19MARKUP · Senate Appropriations Subcommittee on Commerce, Justice, Sci · 2026-05-19MARKUP · Senate Appropriations Subcommittee on Departments of Labor, · 2026-05-19MARKUP · Senate Appropriations Subcommittee on Department of Defense · 2026-05-19MARKUP · Senate Commerce, Science, and Transportation Subcommittee on · 2026-05-19MARKUP · House Appropriations Subcommittee on Commerce, Justice, Scie · 2026-05-19MARKUP · Senate Appropriations Subcommittee on Transportation, Housin · 2026-05-19MARKUP · Senate Commerce, Science, and Transportation Subcommittee on · 2026-05-20MARKUP · Senate Environment and Public Works Subcommittee on Clean Ai · 2026-05-20MARKUP · House Homeland Security · 2026-05-20MARKUP · Senate Appropriations Subcommittee on Energy and Water Devel · 2026-05-20MARKUP · Senate Appropriations Subcommittee on Department of Defense · 2026-05-21MARKUP · House Appropriations Subcommittee on Departments of Transpor · 2026-05-21MARKUP · Homeland Security Subcommittee on Cybersecurity and Infrastr · 2026-05-21
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)
240 trading days · 11 congressional trades shown · 0 insider buys · 13 13F filings · 2 past bill actions · 15 upcoming markups

Lifetime Government AwardsCMI federal contracts by year

$528M
total awarded · 2015–2026
427
contracts on file
2025
peak year ($190M)
$190M $95M 2015: $108K across 1 contract $108K 2015 2016: $342K across 1 contract $342K 2016 2017: $145K across 2 contracts $145K 2017 2 contracts 2018: $1M across 3 contracts $1M 2018 3 contracts 2019: $2M across 8 contracts $2M 2019 8 contracts 2020: $29M across 18 contracts $29M 2020 18 contracts 2021: $45M across 45 contracts $45M 2021 45 contracts 2022: $84M across 75 contracts $84M 2022 75 contracts 2023: $88M across 58 contracts $88M 2023 58 contracts 2024: $88M across 93 contracts $88M 2024 93 contracts 2025: $190M across 121 contracts (peak year) $190M 2025 121 contracts 2026: $206K across 2 contracts $206K 2026 2 contracts
Top contracts by award amount
$44.1M Department of Defense 2025-01-08 AWARD/DELIVERY ORDER FOR CUMMINS V903 REMAN ENGINES.
$41.7M Department of Defense 2023-07-21 DELIVERY ORDER W56HZV-23-F-0354 TO CONTRACT W56HZV-23-D-0048 AUTHORIZI
$39.4M Department of Defense 2025-03-11 DELIVERY ORDER FOR A QUANTITY OF 232 EACH, V903 675 HP BFVS NEW ON SKI
$37.5M Department of Defense 2023-12-20 DELIVERY ORDER FOR A QUANTITY OF 222 EACH, V903 675 HP BFVS ECP2 REMAN
$34.8M Department of Defense 2024-07-24 DELIVERY ORDER W912CH-24-F-0136 TO CONTRACT W56HZV-23-D-0048 AUTHORIZI
12 years · 427 contracts

Smart Money · 13F HoldingsHedge funds holding CMI

$1.53B
Total CMI held by tracked 13F funds
40
Funds with CMI positions
+40
Funds opened this quarter
Citadel Advisors $397M opened 8 overlap 2025-12-31
Two Sigma Investments $217M opened 2024-03-31
Citadel Advisors $145M opened 2024-12-31
Citadel Advisors $139M opened 2025-09-30
Citadel Advisors $84M opened 2025-06-30
Citadel Advisors $77M opened 2024-09-30
Two Sigma Investments $70M opened 2024-06-30
D.E. Shaw & Co. $69M opened 2025-09-30
32 more 13F positions tracked · quarterly delta charts available in member dashboard

Politicians Trading CMIMembers of Congress with recent CMI positions

7 politicians traded CMI across 27 disclosed transactions totaling $448K (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.
Member intelligence layer

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Frequently AskedAbout CMI & political exposure

Does Cummins Inc. (CMI) hold federal contracts?
Yes. Cummins Inc. has 427 federal contract awards totaling $527,816,810, primarily from agencies including Department of Agriculture, Department of Defense, Department of Health and Human Services. See full contract list and amounts on this page.
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.