Ratings by Bernstein SocGen Group (Chad Dillard)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 10/14/2026 | PACCAR | PCAR | Maintain | Outperform (N/A) |
|
Details | ||
| 10/14/2026 | Cummins | CMI | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/14/2026 | Caterpillar | CAT | Maintain | Market Perform (N/A) |
|
Details | ||
| 10/14/2026 | United Rentals | URI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/2/2026 | Forgent Power Solutions | FPS | New Coverage | Outperform (N/A) |
37.44 (31.68) |
-15.38% | Details | |
| 9/24/2026 | Quanta Services | PWR | Upgrade | Outperform (Market Perform) |
642.63 (631.86) |
-1.68% | Details | |
| 8/19/2026 | Deere | DE | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/19/2026 | CNH Industrial | CNH | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/19/2026 | AGCO Corporation | AGCO | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/13/2026 | Trimble Navigation | TRMB | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2026 | Caterpillar | CAT | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/5/2026 | Cummins | CMI | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/4/2026 | CNH Industrial | CNH | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/3/2026 | Eaton Corporation | ETN | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2026 | AGCO Corporation | AGCO | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/31/2026 | Quanta Services | PWR | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/29/2026 | Hubbell | HUBB | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2026 | Titan America | TTAM | Maintain | Market Perform (N/A) |
|
Details | ||
| 7/29/2026 | PACCAR | PCAR | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2026 | United Rentals | URI | Maintain | Outperform (N/A) |
|
Details | ||
| 7/9/2026 | PACCAR | PCAR | Maintain | Outperform (N/A) |
|
Details | ||
| 7/9/2026 | Caterpillar | CAT | Maintain | Market Perform (N/A) |
|
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 (11.60) |
12.4% | 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 (43.53) |
37.45% | 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 (1029.64) |
9.36% | 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 | Cummins | CMI | Maintain | Market Perform (N/A) |
|
Details | ||
| 8/6/2025 | Caterpillar | CAT | 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 (642.63) |
57.81% | 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 (13.67) |
-12.93% | 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 (391.25) |
18.16% | Details | |
| 11/5/2024 | Hubbell | HUBB | New Coverage | Outperform (N/A) |
424.92 (461.10) |
8.51% | 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 (730.76) |
298.21% | Details | |
| 7/20/2022 | Cummins | CMI | Downgrade | Market Perform (Outperform) |
205.05 (531.33) |
159.12% | Details | |
| 12/22/2021 | PACCAR | PCAR | Upgrade | Outperform (Market Perform) |
82.12 (110.82) |
34.95% | Details | |
| 12/22/2021 | Caterpillar | CAT | Upgrade | Outperform (Market Perform) |
195.46 (730.76) |
273.87% | Details | |
| 12/22/2021 | AGCO Corporation | AGCO | Downgrade | Market Perform (Outperform) |
109.09 (103.72) |
-4.92% | 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 |
