# BlackRock Capital Allocation Term Trust: overview

BCAT · NYSE · CIK 1809541 · [Other](/sectors/other.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/bcat.md) · [Financials](/companies/bcat/financials.md) · [Filings](/companies/bcat/filings.md) · [Insiders](/companies/bcat/insiders.md)

Financial statements for this company are not loaded yet.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/bcat/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [MORGAN STANLEY](/funds/895421.md) | 2026-06-30 | $57.4m | 3,603,068 |  | Reduced −756,684 |
| [WELLS FARGO & COMPANY/MN](/funds/72971.md) | 2026-06-30 | $38.8m | 2,433,927 |  | Reduced −83,858 |
| [BANK OF AMERICA CORP /DE/](/funds/70858.md) | 2026-06-30 | $24.7m | 1,551,775 |  | Added +74,997 |
| [UBS Group AG](/funds/1610520.md) | 2026-06-30 | $16.8m | 1,051,479 |  | Added +72,704 |
| [Invesco Ltd.](/funds/914208.md) | 2026-06-30 | $11.1m | 699,927 |  | Reduced −217,468 |
| [ROYAL BANK OF CANADA](/funds/1000275.md) | 2026-06-30 | $10.8m | 680,442 |  | Added +110,407 |
| [AMERIPRISE FINANCIAL INC](/funds/820027.md) | 2026-06-30 | $9.3m | 580,806 |  | Added +460,346 |
| [LPL Financial LLC](/funds/1403438.md) | 2026-06-30 | $7.4m | 464,975 |  | Reduced −7,021 |
| [Rockefeller Capital Management L.P.](/funds/1739439.md) | 2026-06-30 | $7.1m | 442,872 |  | Added +24,853 |
| [STIFEL FINANCIAL CORP](/funds/720672.md) | 2026-06-30 | $6.4m | 401,718 |  | Reduced −99,686 |

## Recent filings

[All 352 filings](/companies/bcat/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2025-08-07 | 09:04 ET | [SCHEDULE 13D/A](/filings/0001062993-25-013786.md) | Ownership report, active investor, amended | 0001062993-25-013786 |
| 2025-07-28 | 17:52 ET | [SCHEDULE 13D/A](/filings/0001062993-25-013209.md) | Ownership report, active investor, amended | 0001062993-25-013209 |
| 2025-07-14 | 17:16 ET | [SCHEDULE 13D/A](/filings/0001062993-25-012838.md) | Ownership report, active investor, amended | 0001062993-25-012838 |
| 2025-06-30 | 14:31 ET | [SCHEDULE 13D/A](/filings/0001062993-25-012243.md) | Ownership report, active investor, amended | 0001062993-25-012243 |
| 2025-06-11 | 17:29 ET | [SCHEDULE 13D/A](/filings/0001062993-25-011444.md) | Ownership report, active investor, amended | 0001062993-25-011444 |
| 2025-05-30 | 15:11 ET | [SCHEDULE 13D/A](/filings/0001062993-25-010546.md) | Ownership report, active investor, amended | 0001062993-25-010546 |
| 2025-05-09 | 19:45 ET | [SCHEDULE 13D/A](/filings/0001062993-25-009056.md) | Ownership report, active investor, amended | 0001062993-25-009056 |
| 2025-03-03 | 19:25 ET | [SCHEDULE 13D/A](/filings/0001062993-25-004170.md) | Ownership report, active investor, amended | 0001062993-25-004170 |
| 2025-01-21 | 12:35 ET | [SCHEDULE 13D/A](/filings/0001062993-25-000944.md) | Ownership report, active investor, amended | 0001062993-25-000944 |
| 2025-01-21 | 08:46 ET | [8-K](/filings/0001193125-25-009161.md) | 8.01 Other events; 9.01 Financial statements and exhibits | 0001193125-25-009161 |

## Latest annual report

No annual report is in coverage.

## Forecast league

Not in this season’s league. [This season’s league](/leagues.md)

## About the filer

- CIK: 1809541
- Tickers: BCAT
- Exchange: NYSE
- SIC code: not reported
- State of incorporation: MD
- Filer category: not reported

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 29, 2026, 16:37 ET. No prices; not investment advice.
