Sign in

BCAT on NYSE

BlackRock Capital Allocation Term Trust

BlackRock Capital Allocation Term Trust is a fund registered in the United States, based in Wilmington, active since 2003.2 Its shares trade on NYSE under the symbol BCAT.2

Price unavailable

Last updated Oct 21, 2026.

Overview

Compare with another stock.

  • TickerBCAT on NYSE2
  • HeadquartersWilmington, United States2
  • Incorporated inMD3
  • Business address100 Bellevue Parkway, Wilmington, De 198093
  • Legal formTrust2
  • Kind of organizationFund2
  • LEI5493007LDARS47M53X112
  • StatusActive2
  • LEI statusIssued and current2
  • Registered addressc/o THE CORPORATION TRUST INCORPORATED, 2405 YORK ROAD, SUITE 201, 21093-2264 Lutherville Timonium, United States2
  • Registered withBusiness Services (Maryland Department of Assessments and Taxation), B204518372

See how the biggest companies compare on our leaderboards

Corporate structure

BlackRock Capital Allocation Term Trust sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of BlackRock Capital Allocation Term Trust

  • Saba Capital Management, L.P. Filed SCHEDULE 13D/A on BlackRock Capital Allocation Term Trust, latest Aug 7, 2025 (23 filings since Mar 28, 2023)
  • Morgan Stanley Filed SC 13G/A on BlackRock Capital Allocation Term Trust, latest Nov 6, 2024 (3 filings since Feb 8, 2023)
  • BlackRock Capital Allocation Term Trust Wilmington, Delaware, United States

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

Leadership

Who has led BlackRock Capital Allocation Term Trust, and when. Pick a name to see everywhere that person has worked.

Chief executive

  1. John Perlowski2020

President

  1. John Perlowski2020

Chief financial officer

  1. Neal Andrews2020
2025
Board members and other officers (21)

Former names

  • BlackRock Capital Allocation TrustApr 22, 2020 to Mar 28, 20233

Timeline

  1. Jan 21, 20258-K Other events26
  2. Sep 24, 2020New chief executive John Perlowski becomes CEO4
  3. May 5, 2003Founded BlackRock Capital Allocation Term Trust is founded2

Filings

275 filings to the SEC since October 2021: 1 major events, 124 insider forms, 26 large holders, 124 other. The latest 20:

  1. Sep 28, 2026POS EX EDGAR
  2. Sep 28, 2026424B2 BLACKROCK CAPITAL ALLOCATION TERM TRUST (BCAT) EDGAR
  3. Sep 17, 20263 EDGAR
  4. Sep 10, 2026497AD BLACKROCK CAPITAL ALLOCATION TERM TRUST (BCAT) EDGAR
  5. Sep 3, 2026N-CSRS BLACKROCK CAPITAL ALLOCATION TERM TRUST EDGAR
  6. Aug 28, 2026N-PX EDGAR
  7. Aug 25, 2026NPORT-P EDGAR
  8. Aug 5, 20263 EDGAR
  9. Jul 15, 20264 EDGAR
  10. Jun 12, 2026N-2ASR BLACKROCK CAPITAL ALLOCATION TERM TRUST EDGAR
  11. May 28, 2026NPORT-P EDGAR
  12. Mar 13, 2026N-CEN EDGAR
  13. Mar 5, 2026N-CSR BLACKROCK CAPITAL ALLOCATION TERM TRUST EDGAR
  14. Feb 24, 2026NPORT-P EDGAR
  15. Feb 3, 20264 EDGAR
  16. Feb 3, 20264 EDGAR
  17. Feb 3, 20264 EDGAR
  18. Nov 26, 2025NPORT-P EDGAR
  19. Sep 4, 2025N-CSRS BLACKROCK CAPITAL ALLOCATION TERM TRUST EDGAR
  20. Aug 28, 2025N-PX EDGAR

The 275 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

163 open-market trades by officers, directors and large owners since October 2021: 60 buys and 103 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Jul 13, 2026Rieder Richard MSale35,734$15.96$570.3KForm 4
May 16, 2025Weinstein Boaz10% ownerSale129,204$14.83$1.9MForm 4
May 15, 2025Weinstein Boaz10% ownerSale55,335$14.91$825.0KForm 4
May 14, 2025Weinstein Boaz10% ownerSale111,025$15.27$1.7MForm 4
May 13, 2025Weinstein Boaz10% ownerSale175,794$15.25$2.7MForm 4
May 12, 2025Saba Capital Management, L.P.10% ownerSale151,698$15.16$2.3MForm 4
May 9, 2025Weinstein Boaz10% ownerSale61,849$14.83$917.2KForm 4
May 8, 2025Weinstein Boaz10% ownerSale72,669$14.79$1.1MForm 4
May 7, 2025Saba Capital Management, L.P.10% ownerSale99,501$14.72$1.5MForm 4
May 6, 2025Saba Capital Management, L.P.10% ownerSale49,701$14.72$731.6KForm 4
May 5, 2025Weinstein Boaz10% ownerSale85,570$14.78$1.3MForm 4
May 2, 2025Weinstein Boaz10% ownerSale33,620$14.82$498.2KForm 4
May 1, 2025Weinstein Boaz10% ownerSale65,611$14.78$969.7KForm 4
Apr 30, 2025Weinstein Boaz10% ownerSale311,729$14.39$4.5MForm 4
Apr 15, 2025Saba Capital Management, L.P.10% ownerSale16,663$13.92$231.9KForm 4
Mar 18, 2025Saba Capital Management, L.P.10% ownerSale1,821$14.77$26.9KForm 4
Mar 17, 2025Weinstein Boaz10% ownerSale7,396$14.82$109.6KForm 4
Mar 14, 2025Weinstein Boaz10% ownerSale65,878$14.88$980.3KForm 4
Mar 13, 2025Weinstein Boaz10% ownerSale84,916$15.09$1.3MForm 4
Mar 12, 2025Weinstein Boaz10% ownerSale28,860$15.13$436.7KForm 4

All 163 trades can be filtered by person here when JavaScript is on.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
Morgan Stanley3,603,068$57.4M0.0%−756,684
Wells Fargo & Company/mn2,433,927$38.8M0.0%−83,858
Bank Of America Corp /de/1,551,775$24.7M0.0%+74,997
UBS Group AG1,051,479$16.8M0.0%+72,704
Invesco Ltd.699,927$11.1M0.0%−217,468
Royal Bank Of Canada680,442$10.8M0.0%+110,407
Ameriprise Financial Inc580,806$9.3M0.0%+460,346
LPL Financial LLC464,975$7.4M0.0%−7,021
Rockefeller Capital Management L.P.442,872$7.1M0.0%+24,853
Stifel Financial Corp401,718$6.4M0.0%−99,686
Advisors Asset Management, Inc.384,286$6.1M0.1%+23,021
Raymond James Financial Inc356,329$5.7M0.0%+17,799
Keebeck Wealth Management351,976$5.6M0.5%No change
Lido Advisors, LLC189,561$3.0M0.0%+3,245
Jane Street Group, LLC124,513$2.0M0.0%+43,374
Integrated Wealth Concepts LLC124,489$2.0M0.0%+27,087
Perennial Investment Advisors, LLC114,613$1.8M0.1%+19,969
Osaic Holdings, Inc.104,070$1.7M0.0%+12,485
PFG Investments, LLC101,590$1.6M0.1%+4,005
Baird Financial Group, Inc.90,490$1.4M0.0%+1,815
Aviance Capital Partners, LLC88,409$1.4M0.1%+67,644
Clearstead Advisors, LLC83,423$1.3M0.0%No change
Cetera Investment Advisers81,181$1.3M0.0%+8,641
Commonwealth Equity Services, LLC80,879$1.3M0.0%+11,768
Formidable Asset Management, LLC80,117$1.1M0.2%+14,196

13F reports cover disclosed long positions in U.S. stocks only.

SEC filer profile

How BlackRock Capital Allocation Term Trust is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

  • Name on EDGARBlackRock Capital Allocation Term Trust1
  • CIK0001809541
  • Incorporated inMaryland1
  • Fiscal year endsDecember 311
  • Business address100 Bellevue Parkway, Wilmington, DE 198091
  • Phone800 882 00521
  • On EDGAR sinceApr 22, 20201
  • Filings372 in all: 4 (146), DFAN14A (36), 3 (35), DEFA14A (30), NPORT-P (24), SC 13D/A (13), SCHEDULE 13D/A (9), 40-17G (8)1
    All 39 form types

    CORRESP (6), N-CEN (6), N-CSR (6), N-CSRS (6), N-PX (6), DEF 14A (5), N-2/A (3), NPORT-P/A (3), PREC14A (3), 4/A (2), DEFC14A (2), DEFR14A (2), SC 13G/A (2), SC TO-I/A (2), 40-17G/A (1), 424B1 (1), 424B2 (1), 497AD (1), 8-A12B (1), 8-K (1), CERT (1), DFRN14A (1), EFFECT (1), N-2 (1), N-2ASR (1), N-8A (1), POS EX (1), SC 13D (1), SC 13G (1), SC TO-C (1), SC TO-I (1)

  • Latest filingsProxy statement (DEF 14A) Jun 2, 2026
    Latest 8-K (8-K) Jan 21, 2025

Sources

The numbers on this page point here. Each one links to the record it came from.

  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6
  7. 7
  8. 8
  9. 9
  10. 10
  11. 11
  12. 12
  13. 13
  14. 14
  15. 15
  16. 16
  17. 17
  18. 18
  19. 19
  20. 20
  21. 21
  22. 22
  23. 23
  24. 24
  25. 25
  26. 26
    SEC EDGAROther events
  27. 27
  28. 28