# BlackRock Capital Allocation Term Trust (BCAT)

> Source: Nexqual · https://nexqual.com/BCAT · data as of 2026-10-23 17:24 UTC · cite as "Nexqual, BlackRock Capital Allocation Term Trust (BCAT), nexqual.com/BCAT" · informational, not investment advice.

**Price:** USD 13.24 (+0.27% today) · US market open, as of October 23, 2026 at 17:24 UTC; quotes may be delayed. Prev close 13.2 · day 13.02–13.26 · 52w 12.92–16.2 · market cap $1.41B · NYQ

## Key facts
- Insider open-market sales, last ~7 months: 1 Form 4 filings, $570K; 1 not under a Rule 10b5-1 plan ($570K); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: None.
- Total return with dividends: 1Y +12.9% vs S&P 500 +14.4%; 5Y +39.3% vs S&P 500 +77.0%.

## Insider sales (SEC Form 4, open-market, last ~7 months)
0 of 1 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-07-13 | Rieder Richard M |  | 35,734 | $570K | 11.6% | No | Too little history (no open-market trades in 2024 or 2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

## Analysts
Consensus None.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +12.9% | +39.3% |
| S&P 500 (SPY) | +14.4% | +77.0% |
| Per year | +12.9% | +6.9% |
| Volatility (annualized) | 14.7% | 15.0% |
| Max drawdown | -16.1% (Sep 2026→Oct 2026) | -28.1% (Nov 2021→Oct 2022) |

## Peers (Asset Management)
BXSL (Blackstone Secured Lending Fund) USD 23.41 -2.09% · VCTR (Victory Capital Holdings, Inc. ) USD 106.68 -0.67% · PDI (PIMCO Dynamic Income Fund) USD 14.31 +0.03% · AMG (Affiliated Managers Group, Inc.) USD 388.16 -1.86% · SEIC (SEI Investments Company) USD 102.88 -1.55% · IVZ (Invesco Ltd) USD 28.24 -1.91%

## More
Full page: https://nexqual.com/BCAT · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter | — | — | — | $0 | — |
| Next quarter | — | — | — | $0 | — |
| Current fiscal year | — | — | — | $0 | — |
| Next fiscal year | — | — | — | $0 | — |