Ratings by Bernstein SocGen Group (Chad Dillard)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
6/11/2026 Jacobs Engineering Group Inc. J Maintain Outperform
(N/A)
 
 
  Details
5/22/2026 Cummins CMI Maintain Market Perform
(N/A)
 
 
  Details
5/15/2026 Legence Corp LGN Maintain Outperform
(N/A)
 
 
  Details
5/7/2026 Trimble Navigation TRMB Maintain Outperform
(N/A)
 
 
  Details
5/7/2026 CNH Industrial CNH New Coverage Market Perform
(N/A)
10.32
(10.60)
2.71% Details
5/6/2026 Cummins CMI Maintain Market Perform
(N/A)
 
 
  Details
5/6/2026 Eaton Corporation ETN Maintain Outperform
(N/A)
 
 
  Details
5/1/2026 Caterpillar CAT Maintain Market Perform
(N/A)
 
 
  Details
4/24/2026 United Rentals URI Maintain Outperform
(N/A)
 
 
  Details
4/23/2026 United Rentals URI Maintain Outperform
(N/A)
 
 
  Details
4/9/2026 Oshkosh OSK Maintain Market Perform
(N/A)
 
 
  Details
4/9/2026 United Rentals URI Maintain Outperform
(N/A)
 
 
  Details
4/9/2026 Caterpillar CAT Maintain Market Perform
(N/A)
 
 
  Details
4/1/2026 Quanta Services PWR Maintain Outperform
(N/A)
 
 
  Details
3/30/2026 Legence Corp LGN Maintain Outperform
(N/A)
 
 
  Details
3/18/2026 Titan America TTAM Maintain Market Perform
(N/A)
 
 
  Details
2/20/2026 Quanta Services PWR Maintain Market Perform
(N/A)
 
 
  Details
2/20/2026 Deere DE Maintain Market Perform
(N/A)
 
 
  Details
2/11/2026 Trimble Navigation TRMB Maintain Outperform
(N/A)
 
 
  Details
2/11/2026 PACCAR PCAR Maintain Outperform
(N/A)
 
 
  Details
2/6/2026 Cummins CMI Maintain Market Perform
(N/A)
 
 
  Details
2/4/2026 Eaton Corporation ETN Maintain Outperform
(N/A)
 
 
  Details
2/4/2026 Hubbell HUBB Maintain Outperform
(N/A)
 
 
  Details
1/30/2026 Caterpillar CAT Maintain Market Perform
(N/A)
 
 
  Details
1/30/2026 United Rentals URI Maintain Outperform
(N/A)
 
 
  Details
1/28/2026 PACCAR PCAR Maintain Outperform
(N/A)
 
 
  Details
1/27/2026 Eaton Corporation ETN Maintain Outperform
(N/A)
 
 
  Details
1/8/2026 Caterpillar CAT Maintain Market Perform
(N/A)
 
 
  Details
12/19/2025 Titan America TTAM Maintain Market Perform
(N/A)
 
 
  Details
12/19/2025 Quanta Services PWR Maintain Market Perform
(N/A)
 
 
  Details
12/19/2025 Oshkosh OSK Maintain Market Perform
(N/A)
 
 
  Details
12/19/2025 Eaton Corporation ETN Maintain Outperform
(N/A)
 
 
  Details
12/19/2025 Caterpillar CAT Maintain Market Perform
(N/A)
 
 
  Details
12/9/2025 Deere DE Maintain Market Perform
(N/A)
 
 
  Details
12/5/2025 Cummins CMI Maintain Market Perform
(N/A)
 
 
  Details
12/5/2025 PACCAR PCAR Maintain Outperform
(N/A)
 
 
  Details
11/21/2025 Jacobs Engineering Group Inc. J Maintain Outperform
(N/A)
 
 
  Details
11/17/2025 Legence Corp LGN Maintain Outperform
(N/A)
 
 
  Details
11/13/2025 Deere DE Maintain Market Perform
(N/A)
 
 
  Details
11/7/2025 Cummins CMI Maintain Market Perform
(N/A)
 
 
  Details
11/6/2025 Trimble Navigation TRMB Maintain Outperform
(N/A)
 
 
  Details
11/5/2025 Caterpillar CAT Maintain Market Perform
(N/A)
 
 
  Details
11/4/2025 Eaton Corporation ETN Maintain Outperform
(N/A)
 
 
  Details
10/31/2025 Quanta Services PWR Maintain Market Perform
(N/A)
 
 
  Details
10/30/2025 Caterpillar CAT Maintain Market Perform
(N/A)
 
 
  Details
10/14/2025 Eaton Corporation ETN Maintain Outperform
(N/A)
 
 
  Details
10/14/2025 PACCAR PCAR Maintain Outperform
(N/A)
 
 
  Details
10/14/2025 Hubbell HUBB Maintain Outperform
(N/A)
 
 
  Details
10/14/2025 Caterpillar CAT Maintain Market Perform
(N/A)
 
 
  Details
10/7/2025 Legence Corp LGN New Coverage Outperform
(N/A)
31.67
(86.00)
171.55% Details
10/3/2025 AGCO Corporation AGCO Maintain Market Perform
(N/A)
 
 
  Details
9/23/2025 United Rentals URI Upgrade Outperform
(Market Perform)
941.52
(1074.24)
14.1% Details
9/12/2025 Eaton Corporation ETN Maintain Outperform
(N/A)
 
 
  Details
9/2/2025 Caterpillar CAT Maintain Market Perform
(N/A)
 
 
  Details
8/8/2025 Caterpillar CAT Maintain Market Perform
(N/A)
 
 
  Details
8/7/2025 Trimble Navigation TRMB Maintain Outperform
(N/A)
 
 
  Details
8/6/2025 Jacobs Engineering Group Inc. J Maintain Outperform
(N/A)
 
 
  Details
8/6/2025 Caterpillar CAT Maintain Market Perform
(N/A)
 
 
  Details
8/6/2025 Cummins CMI Maintain Market Perform
(N/A)
 
 
  Details
8/6/2025 Eaton Corporation ETN Maintain Outperform
(N/A)
 
 
  Details
8/4/2025 Oshkosh OSK Maintain Market Perform
(N/A)
 
 
  Details
8/1/2025 AGCO Corporation AGCO Maintain Market Perform
(N/A)
 
 
  Details
8/1/2025 Quanta Services PWR Maintain Market Perform
(N/A)
 
 
  Details
7/30/2025 Titan America TTAM Maintain Market Perform
(N/A)
 
 
  Details
7/30/2025 Hubbell HUBB Maintain Outperform
(N/A)
 
 
  Details
7/28/2025 Quanta Services PWR Downgrade Market Perform
(Outperform)
407.22
(707.74)
73.8% Details
7/25/2025 United Rentals URI Maintain Market Perform
(N/A)
 
 
  Details
7/23/2025 PACCAR PCAR Maintain Outperform
(N/A)
 
 
  Details
6/20/2025 Caterpillar CAT Maintain Market Perform
(N/A)
 
 
  Details
6/18/2025 Deere DE Maintain Market Perform
(N/A)
 
 
  Details
6/11/2025 Deere DE Maintain Market Perform
(N/A)
 
 
  Details
6/6/2025 Oshkosh OSK Maintain Market Perform
(N/A)
 
 
  Details
5/21/2025 United Rentals URI Maintain Market Perform
(N/A)
 
 
  Details
5/16/2025 Deere DE Maintain Market Perform
(N/A)
 
 
  Details
5/8/2025 Trimble Navigation TRMB Maintain Outperform
(N/A)
 
 
  Details
5/7/2025 Jacobs Engineering Group Inc. J Maintain Outperform
(N/A)
 
 
  Details
5/6/2025 Titan America TTAM Maintain Market Perform
(N/A)
 
 
  Details
5/2/2025 Hubbell HUBB Maintain Outperform
(N/A)
 
 
  Details
5/2/2025 AGCO Corporation AGCO Maintain Market Perform
(N/A)
 
 
  Details
5/2/2025 Quanta Services PWR Maintain Outperform
(N/A)
 
 
  Details
3/27/2025 Titan America TTAM Maintain Market Perform
(N/A)
 
 
  Details
3/25/2025 United Rentals URI Upgrade Market Perform
(Underperform)
628.16
(941.52)
49.89% Details
3/13/2025 Quanta Services PWR Maintain Outperform
(N/A)
 
 
  Details
3/12/2025 Eaton Corporation ETN Maintain Outperform
(N/A)
 
 
  Details
3/5/2025 Eaton Corporation ETN Maintain Outperform
(N/A)
 
 
  Details
3/4/2025 Titan America TTAM New Coverage Market Perform
(N/A)
15.70
(16.61)
5.8% Details
2/21/2025 Quanta Services PWR Maintain Outperform
(N/A)
 
 
  Details
2/14/2025 Deere DE Maintain Market Perform
(N/A)
 
 
  Details
2/3/2025 Eaton Corporation ETN Maintain Outperform
(N/A)
 
 
  Details
1/31/2025 Oshkosh OSK Maintain Market Perform
(N/A)
 
 
  Details
1/31/2025 Caterpillar CAT Maintain Market Perform
(N/A)
 
 
  Details
1/15/2025 United Rentals URI Maintain Underperform
(N/A)
 
 
  Details
1/10/2025 Eaton Corporation ETN Maintain Outperform
(N/A)
 
 
  Details
12/20/2024 PACCAR PCAR Maintain Outperform
(N/A)
 
 
  Details
12/20/2024 United Rentals URI Maintain Underperform
(N/A)
 
 
  Details
12/20/2024 Trimble Navigation TRMB Maintain Outperform
(N/A)
 
 
  Details
12/20/2024 Quanta Services PWR Maintain Outperform
(N/A)
 
 
  Details
12/20/2024 Oshkosh OSK Maintain Market Perform
(N/A)
 
 
  Details
12/20/2024 Eaton Corporation ETN Maintain Outperform
(N/A)
 
 
  Details
12/20/2024 Deere DE Maintain Market Perform
(N/A)
 
 
  Details
12/20/2024 Caterpillar CAT Maintain Market Perform
(N/A)
 
 
  Details
12/20/2024 AGCO Corporation AGCO Maintain Market Perform
(N/A)
 
 
  Details
12/11/2024 Trimble Navigation TRMB Maintain Outperform
(N/A)
 
 
  Details
11/5/2024 Eaton Corporation ETN New Coverage Outperform
(N/A)
331.13
(391.39)
18.2% Details
11/5/2024 Hubbell HUBB New Coverage Outperform
(N/A)
424.92
(476.89)
12.23% Details
1/31/2024 Oshkosh OSK Maintain Market Perform
(N/A)
 
 
  Details
12/21/2023 United Rentals URI Maintain Underperform
(N/A)
 
 
  Details
12/21/2023 Trimble Navigation TRMB Maintain Outperform
(N/A)
 
 
  Details
12/21/2023 Quanta Services PWR Maintain Outperform
(N/A)
 
 
  Details
12/21/2023 PACCAR PCAR Maintain Outperform
(N/A)
 
 
  Details
12/21/2023 Cummins CMI Maintain Market Perform
(N/A)
 
 
  Details
12/21/2023 Caterpillar CAT Maintain Market Perform
(N/A)
 
 
  Details
5/15/2023 Deere DE Maintain Market Perform
(N/A)
 
 
  Details
5/10/2023 Jacobs Engineering Group Inc. J Maintain Outperform
(N/A)
 
 
  Details
5/3/2023 AGCO Corporation AGCO Maintain Market Perform
(N/A)
 
 
  Details
4/11/2023 Caterpillar CAT Maintain Market Perform
(N/A)
 
 
  Details
4/11/2023 PACCAR PCAR Maintain Outperform
(N/A)
 
 
  Details
4/11/2023 Oshkosh OSK Maintain Market Perform
(N/A)
 
 
  Details
2/21/2023 Deere DE Maintain Market Perform
(N/A)
 
 
  Details
2/9/2023 Trimble Navigation TRMB Maintain Outperform
(N/A)
 
 
  Details
1/25/2023 PACCAR PCAR Maintain Outperform
(N/A)
 
 
  Details
8/18/2022 United Rentals URI Downgrade Underperform
(Market Perform)
331.38
(628.16)
89.56% Details
8/3/2022 Caterpillar CAT Downgrade Market Perform
(Outperform)
183.51
(910.57)
396.2% Details
7/20/2022 Cummins CMI Downgrade Market Perform
(Outperform)
205.05
(659.58)
221.67% Details
12/22/2021 PACCAR PCAR Upgrade Outperform
(Market Perform)
82.12
(118.52)
44.33% Details
12/22/2021 Caterpillar CAT Upgrade Outperform
(Market Perform)
195.46
(910.57)
365.86% Details
12/22/2021 AGCO Corporation AGCO Downgrade Market Perform
(Outperform)
109.09
(112.49)
3.12% Details
3/24/2021 AGCO Corporation AGCO Maintain Outperform
(Outperform)
 
 
  Details
3/11/2021 United Rentals URI Maintain Market Perform
(Market Perform)
 
 
  Details
2/18/2021 Deere DE Maintain Market Perform
(Market Perform)
 
 
  Details
2/11/2021 Trimble Navigation TRMB Maintain Outperform
(Outperform)
 
 
  Details
2/10/2021 Jacobs Engineering Group Inc. J Maintain Outperform
(Outperform)
 
 
  Details
2/5/2021 AGCO Corporation AGCO Maintain Outperform
(Outperform)
 
 
  Details